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 |
|