Carson Wealth (CWM LLC)’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Buy |
68,933
+2,982
| +5% | +$67.9K | ﹤0.01% | 1344 |
|
|
2025
Q4 | $1.48M | Buy |
65,951
+49,686
| +305% | +$1.08M | ﹤0.01% | 1295 |
|
|
2025
Q3 | $329K | Buy |
16,265
+3,954
| +32% | +$82K | ﹤0.01% | 2054 |
|
|
2025
Q2 | $232K | Buy |
12,311
+4,176
| +51% | +$79.4K | ﹤0.01% | 2049 |
|
|
2025
Q1 | $165K | Sell |
8,135
-620
| -7% | -$12.8K | ﹤0.01% | 2059 |
|
|
2024
Q4 | $160K | Sell |
8,755
-11,154
| -56% | -$218K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $400K | Buy |
19,909
+12,154
| +157% | +$243K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $148K | Sell |
7,755
-4,403
| -36% | -$85.5K | ﹤0.01% | 1746 |
|
|
2024
Q1 | $239K | Buy |
12,158
+7,067
| +139% | +$136K | ﹤0.01% | 1431 |
|
|
2023
Q4 | $99K | Sell |
5,091
-3,018
| -37% | -$53.8K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $153K | Sell |
8,109
-84
| -1% | -$1.67K | ﹤0.01% | 1416 |
|
|
2023
Q2 | $164K | Buy |
8,193
+3,358
| +69% | +$65.2K | ﹤0.01% | 1329 |
|
|
2023
Q1 | $92K | Buy |
4,835
+813
| +20% | +$17.2K | ﹤0.01% | 1538 |
|
|
2022
Q4 | $85K | Buy |
4,022
+240
| +6% | +$4.72K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $65K | Buy |
3,782
+1,334
| +54% | +$33.6K | ﹤0.01% | 1543 |
|
|
2022
Q2 | $58K | Buy |
2,448
+1
| +0% | +$26 | ﹤0.01% | 1562 |
|
|
2022
Q1 | $69K | Buy |
2,447
+1,453
| +146% | +$43.2K | ﹤0.01% | 1470 |
|
|
2021
Q4 | $31K | Buy |
+994
| New | +$33.4K | ﹤0.01% | 1770 |
|
|
2021
Q2 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2021
Q1 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2020
Q4 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2020
Q3 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2020
Q2 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2020
Q1 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q4 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q3 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q2 | $32K | Hold |
896
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q1 | $32K | Buy |
896
+124
| +16% | +$5.06K | ﹤0.01% | 1586 |
|
|
2018
Q4 | $30K | Buy |
772
+277
| +56% | +$11.1K | ﹤0.01% | 1020 |
|
|
2018
Q3 | $20K | Sell |
495
-33
| -6% | -$1.38K | ﹤0.01% | 954 |
|
|
2018
Q2 | $22K | Buy |
528
+53
| +11% | +$2.21K | ﹤0.01% | 818 |
|
|
2018
Q1 | $20K | Hold |
475
| – | – | ﹤0.01% | 712 |
|
|
2017
Q4 | $23K | Hold |
475
| – | – | ﹤0.01% | 675 |
|
|
2017
Q3 | $23K | Sell |
475
-123
| -21% | -$6.02K | ﹤0.01% | 677 |
|
|
2017
Q2 | $29K | Buy |
598
+48
| +9% | +$2.27K | ﹤0.01% | 573 |
|
|
2017
Q1 | $24K | Hold |
550
| – | – | ﹤0.01% | 572 |
|
|
2016
Q4 | $22K | Hold |
550
| – | – | ﹤0.01% | 571 |
|
|
2016
Q3 | $23K | Hold |
550
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $24K | Hold |
550
| – | – | ﹤0.01% | 452 |
|
|
2016
Q1 | $23K | Hold |
550
| – | – | ﹤0.01% | 425 |
|
|
2015
Q4 | $21K | Hold |
550
| – | – | ﹤0.01% | 394 |
|
|
2015
Q3 | $22K | Buy |
+550
| New | +$22K | ﹤0.01% | 360 |
|
|
2014
Q1 | – | Sell |
-579
| Closed | -$23K | – | 374 |
|
|
2013
Q4 | $23K | Sell |
579
-221
| -28% | -$9.59K | ﹤0.01% | 358 |
|
|
2013
Q3 | $37K | Buy |
+800
| New | +$37.6K | 0.01% | 211 |
|
Other funds holding NLY
VCM
VPM
