AllSquare Wealth Management’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.5K | Buy |
967
+20
| +2% | +$415 | 0.01% | 324 |
|
|
2025
Q2 | $17.8K | Hold |
947
| – | – | 0.01% | 328 |
|
|
2025
Q1 | $19.2K | Hold |
947
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $17.3K | Hold |
947
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $19K | Buy |
947
+200
| +27% | +$4.01K | 0.01% | 322 |
|
|
2024
Q2 | $14.2K | Hold |
747
| – | – | 0.01% | 339 |
|
|
2024
Q1 | $14.7K | Hold |
747
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $14.5K | Hold |
747
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $14.1K | Hold |
747
| – | – | 0.01% | 336 |
|
|
2023
Q2 | $14.1K | Hold |
747
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $14.3K | Hold |
747
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $15.7K | Hold |
747
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $13K | Sell |
747
-251
| -25% | -$6.33K | 0.01% | 325 |
|
|
2022
Q2 | $24K | Sell |
998
-1,250
| -56% | -$32.4K | 0.02% | 270 |
|
|
2022
Q1 | $63K | Sell |
2,248
-750
| -25% | -$22.3K | 0.04% | 193 |
|
|
2021
Q4 | $94K | Hold |
2,998
| – | – | 0.05% | 161 |
|
|
2021
Q3 | $101K | Hold |
2,998
| – | – | 0.06% | 144 |
|
|
2021
Q2 | $106K | Hold |
2,998
| – | – | 0.06% | 150 |
|
|
2021
Q1 | $103K | Buy |
2,998
+750
| +33% | +$25.4K | 0.06% | 146 |
|
|
2020
Q4 | $76K | Hold |
2,248
| – | – | 0.05% | 165 |
|
|
2020
Q3 | $64K | Hold |
2,248
| – | – | 0.05% | 166 |
|
|
2020
Q2 | $59K | Hold |
2,248
| – | – | 0.04% | 165 |
|
|
2020
Q1 | $46K | Sell |
2,248
-350
| -13% | -$12.3K | 0.04% | 168 |
|
|
2019
Q4 | $98K | Buy |
2,598
+500
| +24% | +$18.2K | 0.07% | 129 |
|
|
2019
Q3 | $74K | Hold |
2,098
| – | – | 0.05% | 151 |
|
|
2019
Q2 | $77K | Hold |
2,098
| – | – | 0.06% | 147 |
|
|
2019
Q1 | $84K | Buy |
2,098
+475
| +29% | +$19.4K | 0.06% | 141 |
|
|
2018
Q4 | $64K | Hold |
1,623
| – | – | 0.05% | 146 |
|
|
2018
Q3 | $66K | Hold |
1,623
| – | – | 0.05% | 150 |
|
|
2018
Q2 | $67K | Hold |
1,623
| – | – | 0.05% | 147 |
|
|
2018
Q1 | $68K | Buy |
1,623
+623
| +62% | +$26.6K | 0.05% | 127 |
|
|
2017
Q4 | $48K | Hold |
1,000
| – | – | 0.04% | 147 |
|
|
2017
Q3 | $49K | Hold |
1,000
| – | – | 0.04% | 144 |
|
|
2017
Q2 | $48K | Sell |
1,000
-94
| -9% | -$4.44K | 0.05% | 75 |
|
|
2017
Q1 | $49K | Hold |
1,094
| – | – | 0.04% | 135 |
|
|
2016
Q4 | $44K | Hold |
1,094
| – | – | 0.04% | 144 |
|
|
2016
Q3 | $46K | Hold |
1,094
| – | – | 0.04% | 127 |
|
|
2016
Q2 | $48K | Sell |
1,094
-100
| -8% | -$4.25K | 0.05% | 121 |
|
|
2016
Q1 | $49K | Sell |
1,194
-813
| -41% | -$31.9K | 0.05% | 118 |
|
|
2015
Q4 | $75K | Hold |
2,007
| – | – | 0.08% | 97 |
|
|
2015
Q3 | $79K | Hold |
2,007
| – | – | 0.08% | 92 |
|
|
2015
Q2 | $74K | Hold |
2,007
| – | – | 0.07% | 98 |
|
|
2015
Q1 | $83K | Hold |
2,007
| – | – | 0.08% | 95 |
|
|
2014
Q4 | $87K | Buy |
+2,007
| New | +$90.8K | 0.08% | 88 |
|
Other funds holding NLY
AllSquare Wealth Management's NLY Position: Q3 2025 in Review
AllSquare Wealth Management increased its Annaly Capital Management (NLY) stake by 2.1% in Q3 2025, buying an estimated $415 and bringing the position to 967 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #324.
AllSquare Wealth Management first reported a position in NLY in Q4 2014 and has held it in 44 quarters since. The position peaked at $106K in Q2 2021. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.
- AllSquare Wealth Management held 967 shares of Annaly Capital Management worth $19.5K as of Q3 2025.
- AllSquare Wealth Management bought 20 Annaly Capital Management shares in Q3 2025, an estimated $415.
- Annaly Capital Management made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #324 holding.
- AllSquare Wealth Management first reported a position in Annaly Capital Management in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Annaly Capital Management position peaked at $106K in Q2 2021.
- 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.