AE Wealth Management’s Annaly Capital Management NLY Stock Holding History

AE Wealth Management’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-152,932	Closed	-$3M	–	1700
2023 Q4	$3M	Buy	152,932 +13,682	+10%	+$268K	0.02%	766
2023 Q3	$2.62M	Sell	139,250 -12,691	-8%	-$239K	0.02%	755
2023 Q2	$3.04M	Buy	151,941 +71,760	+89%	+$1.44M	0.02%	704
2023 Q1	$1.53M	Buy	80,181 +41,782	+109%	+$798K	0.01%	890
2022 Q4	$809K	Sell	38,399 -10,461	-21%	-$221K	0.01%	1070
2022 Q3	$838K	Buy	48,860 +11,996	+33%	+$206K	0.01%	1013
2022 Q2	$871K	Buy	36,864 +3,125	+9%	+$73.8K	0.01%	934
2022 Q1	$950K	Sell	33,739 -3,414	-9%	-$96.1K	0.01%	934
2021 Q4	$1.16M	Buy	37,153 +2,937	+9%	+$91.9K	0.01%	882
2021 Q3	$1.15M	Buy	34,216 +5,368	+19%	+$181K	0.01%	822
2021 Q2	$1.03M	Buy	28,848 +6,454	+29%	+$229K	0.01%	830
2021 Q1	$770K	Buy	22,394 +3,540	+19%	+$122K	0.01%	859
2020 Q4	$637K	Buy	18,854 +3,631	+24%	+$123K	0.01%	876
2020 Q3	$434K	Sell	15,223 -19,404	-56%	-$553K	0.01%	920
2020 Q2	$909K	Buy	34,627 +17,685	+104%	+$464K	0.01%	656
2020 Q1	$344K	Buy	16,942 +2,353	+16%	+$47.8K	0.01%	835
2019 Q4	$550K	Buy	14,589 +5,017	+52%	+$189K	0.01%	709
2019 Q3	$337K	Sell	9,572 -8,112	-46%	-$286K	0.01%	738
2019 Q2	$646K	Buy	17,684 +6,261	+55%	+$229K	0.02%	518
2019 Q1	$456K	Sell	11,423 -2,615	-19%	-$104K	0.03%	360
2018 Q4	$551K	Sell	14,038 -756	-5%	-$29.7K	0.09%	229
2018 Q3	$605K	Buy	14,794 +9,183	+164%	+$376K	0.03%	286
2018 Q2	$231K	Buy	5,611 +1,075	+24%	+$44.3K	0.02%	388
2018 Q1	$189K	Sell	4,536 -3,177	-41%	-$132K	0.01%	413
2017 Q4	$367K	Buy	7,713 +2,106	+38%	+$100K	0.03%	280
2017 Q3	$273K	Sell	5,607 -1,608	-22%	-$78.3K	0.03%	326
2017 Q2	$348K	Buy	7,215 +1,684	+30%	+$81.2K	0.04%	275
2017 Q1	$246K	Buy	5,531 +877	+19%	+$39K	0.05%	231
2016 Q4	$186K	Buy	+4,654	New	+$186K	0.08%	184