Arkadios Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
25,388
-908
| -3% | -$17.1K | 0.01% | 843 |
|
|
2025
Q1 | $534K | Sell |
26,296
-3,104
| -11% | -$63K | 0.02% | 683 |
|
|
2024
Q4 | $538K | Sell |
29,400
-6,669
| -18% | -$122K | 0.03% | 519 |
|
|
2024
Q3 | $724K | Buy |
36,069
+411
| +1% | +$8.25K | 0.04% | 412 |
|
|
2024
Q2 | $680K | Buy |
+35,658
| New | +$680K | 0.05% | 375 |
|
|
2022
Q3 | – | Sell |
-8,174
| Closed | -$193K | – | 556 |
|
|
2022
Q2 | $193K | Buy |
8,174
+692
| +9% | +$16.3K | 0.03% | 513 |
|
|
2022
Q1 | $211K | Buy |
7,482
+94
| +1% | +$2.65K | 0.03% | 521 |
|
|
2021
Q4 | $231K | Buy |
7,388
+498
| +7% | +$15.6K | 0.03% | 503 |
|
|
2021
Q3 | $232K | Buy |
6,890
+113
| +2% | +$3.81K | 0.03% | 464 |
|
|
2021
Q2 | $240K | Buy |
6,777
+218
| +3% | +$7.72K | 0.03% | 492 |
|
|
2021
Q1 | $225K | Buy |
6,559
+81
| +1% | +$2.78K | 0.04% | 384 |
|
|
2020
Q4 | $218K | Buy |
6,478
+133
| +2% | +$4.48K | 0.05% | 313 |
|
|
2020
Q3 | $184K | Buy |
6,345
+137
| +2% | +$3.97K | 0.09% | 189 |
|
|
2020
Q2 | $167K | Buy |
6,208
+179
| +3% | +$4.83K | 0.09% | 173 |
|
|
2020
Q1 | $122K | Sell |
6,029
-46
| -0.8% | -$933 | 0.08% | 204 |
|
|
2019
Q4 | $251K | Buy |
+6,075
| New | +$251K | 0.15% | 129 |
|