JFS Wealth Advisors’s Voya Financial VOYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.24K | Buy |
80
+4
| +5% | +$326 | ﹤0.01% | 1145 |
|
|
2026
Q1 | $5.19K | Sell |
76
-9
| -11% | -$652 | ﹤0.01% | 1185 |
|
|
2025
Q4 | $6.33K | Buy |
85
+29
| +52% | +$2.11K | ﹤0.01% | 1145 |
|
|
2025
Q3 | $4.19K | Sell |
56
-1
| -2% | -$74 | ﹤0.01% | 1194 |
|
|
2025
Q2 | $4.05K | Sell |
57
-43
| -43% | -$2.76K | ﹤0.01% | 1153 |
|
|
2025
Q1 | $6.78K | Hold |
100
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q4 | $6.88K | Hold |
100
| – | – | ﹤0.01% | 990 |
|
|
2024
Q3 | $7.92K | Buy |
100
+3
| +3% | +$214 | ﹤0.01% | 941 |
|
|
2024
Q2 | $6.9K | Hold |
97
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $7.17K | Sell |
97
-1
| -1% | -$70 | ﹤0.01% | 940 |
|
|
2023
Q4 | $7.15K | Buy |
98
+1
| +1% | +$70 | ﹤0.01% | 911 |
|
|
2023
Q3 | $6.45K | Sell |
97
-70
| -42% | -$4.98K | ﹤0.01% | 892 |
|
|
2023
Q2 | $12K | Sell |
167
-13
| -7% | -$933 | ﹤0.01% | 679 |
|
|
2023
Q1 | $12.9K | Sell |
180
-1
| -0.6% | -$70 | ﹤0.01% | 634 |
|
|
2022
Q4 | $11.1K | Buy |
181
+3
| +2% | +$192 | ﹤0.01% | 669 |
|
|
2022
Q3 | $11K | Sell |
178
-34
| -16% | -$2.08K | ﹤0.01% | 709 |
|
|
2022
Q2 | $13K | Buy |
212
+61
| +40% | +$3.92K | ﹤0.01% | 703 |
|
|
2022
Q1 | $10K | Sell |
151
-28
| -16% | -$1.91K | ﹤0.01% | 798 |
|
|
2021
Q4 | $12K | Buy |
179
+39
| +28% | +$2.57K | ﹤0.01% | 668 |
|
|
2021
Q3 | $9K | Buy |
+140
| New | +$8.91K | ﹤0.01% | 665 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1K | – | 572 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 497 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1.07K | ﹤0.01% | 502 |
|
|
2016
Q2 | – | Sell |
-46
| Closed | -$1K | – | 622 |
|
|
2016
Q1 | $1K | Buy |
+46
| New | +$1.39K | ﹤0.01% | 605 |
|
Other funds holding VOYA
WCM
KFG
CTA
NWAG
AIFS
YIA
GI
TWM