Beacon Financial Advisory’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 | $379K | Sell |
20,132
-888
| -4% | -$16.7K | 0.1% | 236 |
|
2025
Q1 | $427K | Buy |
21,020
+876
| +4% | +$17.8K | 0.13% | 189 |
|
2024
Q4 | $369K | Buy |
20,144
+1,979
| +11% | +$36.2K | 0.12% | 193 |
|
2024
Q3 | $365K | Sell |
18,165
-958
| -5% | -$19.2K | 0.12% | 193 |
|
2024
Q2 | $364K | Buy |
19,123
+6,171
| +48% | +$118K | 0.14% | 184 |
|
2024
Q1 | $255K | Sell |
12,952
-1,188
| -8% | -$23.4K | 0.12% | 198 |
|
2023
Q4 | $274K | Sell |
14,140
-1,693
| -11% | -$32.8K | 0.13% | 199 |
|
2023
Q3 | $298K | Buy |
15,833
+469
| +3% | +$8.82K | 0.16% | 169 |
|
2023
Q2 | $307K | Buy |
15,364
+524
| +4% | +$10.5K | 0.18% | 163 |
|
2023
Q1 | $284K | Buy |
14,840
+189
| +1% | +$3.61K | 0.18% | 156 |
|
2022
Q4 | $309K | Sell |
14,651
-2,047
| -12% | -$43.2K | 0.22% | 142 |
|
2022
Q3 | $287K | Buy |
16,698
+746
| +5% | +$12.8K | 0.2% | 145 |
|
2022
Q2 | $377K | Buy |
15,952
+643
| +4% | +$15.2K | 0.21% | 141 |
|
2022
Q1 | $431K | Buy |
15,309
+418
| +3% | +$11.8K | 0.21% | 137 |
|
2021
Q4 | $466K | Buy |
14,891
+377
| +3% | +$11.8K | 0.22% | 134 |
|
2021
Q3 | $489K | Buy |
14,514
+363
| +3% | +$12.2K | 0.25% | 120 |
|
2021
Q2 | $503K | Buy |
14,151
+314
| +2% | +$11.2K | 0.27% | 121 |
|
2021
Q1 | $476K | Buy |
13,837
+105
| +0.8% | +$3.61K | 0.27% | 121 |
|
2020
Q4 | $464K | Buy |
13,732
+627
| +5% | +$21.2K | 0.3% | 108 |
|
2020
Q3 | $373K | Buy |
13,105
+5,985
| +84% | +$170K | 0.32% | 106 |
|
2020
Q2 | $186K | Buy |
7,120
+4,515
| +173% | +$118K | 0.2% | 138 |
|
2020
Q1 | $52K | Buy |
+2,605
| New | +$52K | 0.07% | 133 |
|