Arete Wealth Advisors’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
Q2 | – | Sell |
-10,955
| Closed | -$252K | – | 788 |
|
|
2025
Q1 | $252K | Buy |
+10,955
| New | +$225K | 0.02% | 601 |
|
|
2024
Q3 | – | Sell |
-11,330
| Closed | -$216K | – | 784 |
|
|
2024
Q2 | $216K | Sell |
11,330
-335
| -3% | -$6.5K | 0.02% | 633 |
|
|
2024
Q1 | $230K | Sell |
11,665
-75
| -0.6% | -$1.45K | 0.02% | 367 |
|
|
2023
Q4 | $227K | Sell |
11,740
-240
| -2% | -$4.28K | 0.02% | 631 |
|
|
2023
Q3 | $225K | Sell |
11,980
-4,057
| -25% | -$80.6K | 0.04% | 404 |
|
|
2023
Q2 | $321K | Buy |
16,037
+4,566
| +40% | +$88.7K | 0.03% | 474 |
|
|
2023
Q1 | $219K | Buy |
+11,471
| New | +$242K | 0.02% | 561 |
|
|
2022
Q2 | – | Sell |
-4,837
| Closed | -$136K | – | 526 |
|
|
2022
Q1 | $136K | Sell |
4,837
-4
| -0.1% | -$119 | 0.01% | 489 |
|
|
2021
Q4 | $152K | Buy |
+4,841
| New | +$163K | 0.01% | 487 |
|
|
2019
Q4 | – | Sell |
-5,878
| Closed | -$207K | – | 415 |
|
|
2019
Q3 | $207K | Buy |
5,878
+1,868
| +47% | +$67.3K | 0.04% | 367 |
|
|
2019
Q2 | $147K | Sell |
4,010
-40
| -1% | -$1.52K | 0.03% | 378 |
|
|
2019
Q1 | $162K | Buy |
4,050
+409
| +11% | +$16.7K | 0.03% | 367 |
|
|
2018
Q4 | $143K | Buy |
3,641
+979
| +37% | +$39.1K | 0.03% | 348 |
|
|
2018
Q3 | $109K | Sell |
2,662
-1,986
| -43% | -$83.2K | 0.02% | 354 |
|
|
2018
Q2 | $191K | Sell |
4,648
-1,276
| -22% | -$53.2K | 0.05% | 349 |
|
|
2018
Q1 | $247K | Sell |
5,924
-165
| -3% | -$7.03K | 0.08% | 272 |
|
|
2017
Q4 | $290K | Sell |
6,089
-258
| -4% | -$12.2K | 0.09% | 242 |
|
|
2017
Q3 | $309K | Sell |
6,347
-600
| -9% | -$29.4K | 0.12% | 204 |
|
|
2017
Q2 | $335K | Sell |
6,947
-906
| -12% | -$42.8K | 0.15% | 176 |
|
|
2017
Q1 | $349K | Sell |
7,853
-53
| -0.7% | -$2.25K | 0.15% | 140 |
|
|
2016
Q4 | $315K | Buy |
7,906
+55
| +0.7% | +$2.24K | 0.15% | 127 |
|
|
2016
Q3 | $330K | Buy |
7,851
+361
| +5% | +$15.6K | 0.19% | 103 |
|
|
2016
Q2 | $332K | Buy |
7,490
+825
| +12% | +$35.1K | 0.21% | 91 |
|
|
2016
Q1 | $274K | Sell |
6,665
-23
| -0.3% | -$902 | 0.16% | 114 |
|
|
2015
Q4 | $251K | Hold |
6,688
| – | – | 0.15% | 108 |
|
|
2015
Q3 | $264K | Buy |
6,688
+312
| +5% | +$12.5K | 0.21% | 94 |
|
|
2015
Q2 | $234K | Buy |
6,376
+320
| +5% | +$12.9K | 0.16% | 116 |
|
|
2015
Q1 | $252K | Buy |
6,056
+2,228
| +58% | +$94.7K | 0.16% | 119 |
|
|
2014
Q4 | $166K | Buy |
3,828
+175
| +5% | +$7.91K | 0.12% | 125 |
|
|
2014
Q3 | $158K | Sell |
3,653
-565
| -13% | -$25.8K | 0.12% | 122 |
|
|
2014
Q2 | $192K | Sell |
4,218
-811
| -16% | -$37.4K | 0.15% | 112 |
|
|
2014
Q1 | $220K | Sell |
5,029
-1,145
| -19% | -$49.5K | 0.2% | 91 |
|
|
2013
Q4 | $248K | Buy |
+6,174
| New | +$268K | 0.24% | 80 |
|
Other funds holding NLY
