CIA
Concurrent Investment Advisors’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,312
| Closed | -$291K | – | 1374 |
|
|
2025
Q1 | $291K | Sell |
14,312
-5,069
| -26% | -$103K | 0.01% | 932 |
|
|
2024
Q4 | $355K | Sell |
19,381
-2,006
| -9% | -$36.7K | 0.01% | 759 |
|
|
2024
Q3 | $429K | Sell |
21,387
-2,786
| -12% | -$55.9K | 0.01% | 662 |
|
|
2024
Q2 | $461K | Buy |
24,173
+8,997
| +59% | +$171K | 0.02% | 604 |
|
|
2024
Q1 | $299K | Buy |
15,176
+2,398
| +19% | +$47.2K | 0.01% | 669 |
|
|
2023
Q4 | $248K | Buy |
+12,778
| New | +$248K | 0.01% | 705 |
|