Kingsview Wealth Management’s Voya Financial VOYA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35,334	Closed	-$2.43M	–	1192
2024 Q4	$2.43M	Buy	35,334 +6,725	+24%	+$526K	0.05%	344
2024 Q3	$2.27M	Buy	28,609 +3,782	+15%	+$270K	0.05%	344
2024 Q2	$1.77M	Buy	+24,827	New	+$1.79M	0.04%	382
2023 Q2	–	Sell	-15,215	Closed	-$1.09M	–	979
2023 Q1	$1.09M	Buy	15,215 +8,490	+126%	+$594K	0.05%	374
2022 Q4	$414K	Buy	+6,725	New	+$431K	0.02%	564
2019 Q2	–	Sell	-7,633	Closed	-$381K	–	531
2019 Q1	$381K	Hold	7,633	–	–	0.06%	307
2018 Q4	$306K	Buy	7,633 +51	+0.7%	+$2.27K	0.07%	283
2018 Q3	$377K	Buy	7,582 +135	+2%	+$6.67K	0.08%	259
2018 Q2	$350K	Buy	7,447 +2	+0%	+$104	0.08%	245
2018 Q1	$376K	Sell	7,445 -4	-0.1%	-$207	0.09%	233
2017 Q4	$368K	Buy	7,449 +1	+0%	+$43	0.13%	213
2017 Q3	$297K	Buy	7,448 +2	+0%	+$77	0.13%	212
2017 Q2	$275K	Buy	+7,446	New	+$271K	0.14%	199