Carson Wealth (CWM LLC)’s Voya Financial VOYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
2,616
+477
| +22% | +$33.9K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $145K | Buy |
2,139
+577
| +37% | +$39.1K | ﹤0.01% | 2126 |
|
|
2024
Q4 | $108K | Sell |
1,562
-733
| -32% | -$50.7K | ﹤0.01% | 2237 |
|
|
2024
Q3 | $182K | Sell |
2,295
-161
| -7% | -$12.8K | ﹤0.01% | 1803 |
|
|
2024
Q2 | $175K | Buy |
2,456
+1,214
| +98% | +$86.5K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $92K | Buy |
1,242
+229
| +23% | +$17K | ﹤0.01% | 1925 |
|
|
2023
Q4 | $74K | Sell |
1,013
-176
| -15% | -$12.9K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $79K | Sell |
1,189
-120
| -9% | -$7.97K | ﹤0.01% | 1779 |
|
|
2023
Q2 | $94K | Buy |
1,309
+121
| +10% | +$8.69K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $85K | Buy |
1,188
+230
| +24% | +$16.5K | ﹤0.01% | 1574 |
|
|
2022
Q4 | $59K | Sell |
958
-2
| -0.2% | -$123 | ﹤0.01% | 1641 |
|
|
2022
Q3 | $58K | Buy |
960
+78
| +9% | +$4.71K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $53K | Buy |
882
+15
| +2% | +$901 | ﹤0.01% | 1608 |
|
|
2022
Q1 | $58K | Buy |
867
+376
| +77% | +$25.2K | ﹤0.01% | 1541 |
|
|
2021
Q4 | $33K | Buy |
+491
| New | +$33K | ﹤0.01% | 1753 |
|
|
2021
Q2 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q1 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q4 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q3 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q2 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q1 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q4 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q3 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q2 | $32K | Hold |
518
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q1 | $32K | Buy |
518
+305
| +143% | +$18.8K | ﹤0.01% | 1591 |
|
|
2018
Q4 | $9K | Buy |
213
+13
| +7% | +$549 | ﹤0.01% | 1379 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q1 | $10K | Sell |
200
-190
| -49% | -$9.5K | ﹤0.01% | 857 |
|
|
2017
Q4 | $19K | Hold |
390
| – | – | ﹤0.01% | 710 |
|
|
2017
Q3 | $16K | Sell |
390
-1
| -0.3% | -$41 | ﹤0.01% | 771 |
|
|
2017
Q2 | $14K | Sell |
391
-20
| -5% | -$716 | ﹤0.01% | 715 |
|
|
2017
Q1 | $16K | Hold |
411
| – | – | ﹤0.01% | 655 |
|
|
2016
Q4 | $16K | Sell |
411
-445
| -52% | -$17.3K | ﹤0.01% | 640 |
|
|
2016
Q3 | $25K | Buy |
856
+730
| +579% | +$21.3K | ﹤0.01% | 523 |
|
|
2016
Q2 | $3K | Sell |
126
-421
| -77% | -$10K | ﹤0.01% | 686 |
|
|
2016
Q1 | $16K | Sell |
547
-5,545
| -91% | -$162K | ﹤0.01% | 472 |
|
|
2015
Q4 | $225K | Sell |
6,092
-208,656
| -97% | -$7.71M | 0.02% | 217 |
|
|
2015
Q3 | $8.33M | Buy |
+214,748
| New | +$8.33M | 0.84% | 45 |
|