CWS
Confluence Wealth Services’s Voya Financial VOYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
15,747
+336
| +2% | +$23.9K | 0.06% | 163 |
|
|
2025
Q1 | $886K | Buy |
15,411
+1,606
| +12% | +$92.3K | 0.06% | 172 |
|
|
2024
Q4 | $966K | Buy |
13,805
+3,018
| +28% | +$211K | 0.06% | 158 |
|
|
2024
Q3 | $855K | Buy |
10,787
+704
| +7% | +$55.8K | 0.06% | 164 |
|
|
2024
Q2 | $717K | Buy |
10,083
+3,790
| +60% | +$270K | 0.06% | 192 |
|
|
2024
Q1 | $465K | Buy |
+6,293
| New | +$465K | 0.04% | 215 |
|