AE Wealth Management’s Voya Financial VOYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
3,431
-472
-12% -$33.5K ﹤0.01% 1212
2025
Q1
$265K Sell
3,903
-1,719
-31% -$117K ﹤0.01% 1139
2024
Q4
$387K Buy
5,622
+2,701
+92% +$186K ﹤0.01% 991
2024
Q3
$231K Buy
+2,921
New +$231K ﹤0.01% 1123
2024
Q2
Sell
-2,763
Closed -$204K 1281
2024
Q1
$204K Sell
2,763
-129
-4% -$9.54K ﹤0.01% 1086
2023
Q4
$209K Buy
+2,892
New +$209K ﹤0.01% 1870