Beaird Harris 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 | $9.41K | Hold |
500
| – | – | ﹤0.01% | 385 |
|
|
2025
Q1 | $10.2K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $9.15K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $10K | Sell |
500
-1,337
| -73% | -$26.8K | ﹤0.01% | 337 |
|
|
2024
Q2 | $35K | Sell |
1,837
-1,000
| -35% | -$19.1K | ﹤0.01% | 252 |
|
|
2024
Q1 | $55.9K | Buy |
2,837
+500
| +21% | +$9.85K | 0.01% | 195 |
|
|
2023
Q4 | $45.3K | Hold |
2,337
| – | – | ﹤0.01% | 194 |
|
|
2023
Q3 | $44K | Hold |
2,337
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $46.8K | Sell |
2,337
-366
| -14% | -$7.32K | 0.01% | 172 |
|
|
2023
Q1 | $51.7K | Buy |
2,703
+297
| +12% | +$5.68K | 0.01% | 166 |
|
|
2022
Q4 | $50.7K | Buy |
2,406
+9
| +0.4% | +$190 | 0.01% | 175 |
|
|
2022
Q3 | $41K | Buy |
+2,397
| New | +$41K | 0.01% | 173 |
|
|
2022
Q2 | – | Sell |
-2,265
| Closed | -$64K | – | 533 |
|
|
2022
Q1 | $64K | Hold |
2,265
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $71K | Buy |
+2,265
| New | +$71K | 0.03% | 197 |
|