Bartlett & Co Wealth Management’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
$26.8K Sell
1,375
-625
-31% -$12.2K ﹤0.01% 764
2025
Q1
$42K Sell
2,000
-962
-32% -$20.2K ﹤0.01% 683
2024
Q4
$56.1K Buy
2,962
+1,200
+68% +$22.7K ﹤0.01% 623
2024
Q3
$36.5K Hold
1,762
﹤0.01% 715
2024
Q2
$34.7K Sell
1,762
-1,543
-47% -$30.4K ﹤0.01% 727
2024
Q1
$67.2K Sell
3,305
-275
-8% -$5.59K ﹤0.01% 615
2023
Q4
$73.5K Hold
3,580
﹤0.01% 625
2023
Q3
$69.7K Sell
3,580
-250
-7% -$4.87K ﹤0.01% 593
2023
Q2
$77.2K Buy
+3,830
New +$77.2K ﹤0.01% 583
2022
Q2
Sell
-115
Closed -$3.33K 1317
2022
Q1
$3.33K Buy
+115
New +$3.33K ﹤0.01% 960
2021
Q4
Sell
-115
Closed -$3.97K 712
2021
Q3
$3.97K Sell
115
-21
-15% -$724 ﹤0.01% 792
2021
Q2
$4.96K Hold
136
﹤0.01% 759
2021
Q1
$4.81K Hold
136
﹤0.01% 794
2020
Q4
$4.73K Buy
+136
New +$4.73K ﹤0.01% 798
2018
Q3
Sell
-105
Closed -$4.33K 732
2018
Q2
$4.33K Buy
+105
New +$4.33K ﹤0.01% 649