Carson Wealth (CWM LLC)’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
12,311
+4,176
| +51% | +$78.7K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $165K | Sell |
8,135
-620
| -7% | -$12.6K | ﹤0.01% | 2057 |
|
|
2024
Q4 | $160K | Sell |
8,755
-11,154
| -56% | -$204K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $400K | Buy |
19,909
+12,154
| +157% | +$244K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $148K | Sell |
7,755
-4,403
| -36% | -$84K | ﹤0.01% | 1744 |
|
|
2024
Q1 | $239K | Buy |
12,158
+7,067
| +139% | +$139K | ﹤0.01% | 1430 |
|
|
2023
Q4 | $99K | Sell |
5,091
-3,018
| -37% | -$58.7K | ﹤0.01% | 1781 |
|
|
2023
Q3 | $153K | Sell |
8,109
-84
| -1% | -$1.59K | ﹤0.01% | 1415 |
|
|
2023
Q2 | $164K | Buy |
8,193
+3,358
| +69% | +$67.2K | ﹤0.01% | 1327 |
|
|
2023
Q1 | $92K | Buy |
4,835
+813
| +20% | +$15.5K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $85K | Buy |
4,022
+240
| +6% | +$5.07K | ﹤0.01% | 1451 |
|
|
2022
Q3 | $65K | Buy |
3,782
+1,334
| +54% | +$22.9K | ﹤0.01% | 1541 |
|
|
2022
Q2 | $58K | Buy |
2,448
+1
| +0% | +$24 | ﹤0.01% | 1560 |
|
|
2022
Q1 | $69K | Buy |
2,447
+1,453
| +146% | +$41K | ﹤0.01% | 1468 |
|
|
2021
Q4 | $31K | Buy |
+994
| New | +$31K | ﹤0.01% | 1768 |
|
|
2021
Q2 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2021
Q1 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q4 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q3 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q2 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q1 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q4 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q3 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q2 | $32K | Hold |
896
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q1 | $32K | Buy |
896
+124
| +16% | +$4.43K | ﹤0.01% | 1584 |
|
|
2018
Q4 | $30K | Buy |
772
+277
| +56% | +$10.8K | ﹤0.01% | 1017 |
|
|
2018
Q3 | $20K | Sell |
495
-33
| -6% | -$1.33K | ﹤0.01% | 952 |
|
|
2018
Q2 | $22K | Buy |
528
+53
| +11% | +$2.21K | ﹤0.01% | 815 |
|
|
2018
Q1 | $20K | Hold |
475
| – | – | ﹤0.01% | 711 |
|
|
2017
Q4 | $23K | Hold |
475
| – | – | ﹤0.01% | 674 |
|
|
2017
Q3 | $23K | Sell |
475
-123
| -21% | -$5.96K | ﹤0.01% | 676 |
|
|
2017
Q2 | $29K | Buy |
598
+48
| +9% | +$2.33K | ﹤0.01% | 572 |
|
|
2017
Q1 | $24K | Hold |
550
| – | – | ﹤0.01% | 571 |
|
|
2016
Q4 | $22K | Hold |
550
| – | – | ﹤0.01% | 570 |
|
|
2016
Q3 | $23K | Hold |
550
| – | – | ﹤0.01% | 536 |
|
|
2016
Q2 | $24K | Hold |
550
| – | – | ﹤0.01% | 451 |
|
|
2016
Q1 | $23K | Hold |
550
| – | – | ﹤0.01% | 424 |
|
|
2015
Q4 | $21K | Hold |
550
| – | – | ﹤0.01% | 393 |
|
|
2015
Q3 | $22K | Buy |
+550
| New | +$22K | ﹤0.01% | 359 |
|
|
2014
Q1 | – | Sell |
-579
| Closed | -$23K | – | 339 |
|
|
2013
Q4 | $23K | Sell |
579
-221
| -28% | -$8.78K | ﹤0.01% | 330 |
|
|
2013
Q3 | $37K | Buy |
+800
| New | +$37K | 0.01% | 211 |
|