Creative Planning’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 | $3.13M | Buy |
147,968
+6,995
| +5% | +$159K | ﹤0.01% | 1546 |
|
|
2025
Q4 | $3.15M | Sell |
140,973
-612,628
| -81% | -$13.3M | ﹤0.01% | 1354 |
|
|
2025
Q3 | $15.2M | Buy |
753,601
+696,027
| +1,209% | +$14.4M | 0.01% | 435 |
|
|
2025
Q2 | $1.08M | Buy |
57,574
+7,096
| +14% | +$135K | ﹤0.01% | 1787 |
|
|
2025
Q1 | $1.03M | Buy |
50,478
+5,965
| +13% | +$123K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $815K | Sell |
44,513
-11,993
| -21% | -$234K | ﹤0.01% | 1811 |
|
|
2024
Q3 | $1.13M | Buy |
56,506
+4,335
| +8% | +$86.8K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $994K | Buy |
52,171
+13,510
| +35% | +$262K | ﹤0.01% | 1404 |
|
|
2024
Q1 | $761K | Buy |
38,661
+4,652
| +14% | +$89.7K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $659K | Sell |
34,009
-21,589
| -39% | -$385K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $1.05M | Sell |
55,598
-6,460
| -10% | -$128K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $1.24M | Sell |
62,058
-3,540
| -5% | -$68.8K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $1.25M | Buy |
65,598
+4,083
| +7% | +$86.1K | ﹤0.01% | 967 |
|
|
2022
Q4 | $1.3M | Buy |
61,515
+1,228
| +2% | +$24.2K | ﹤0.01% | 914 |
|
|
2022
Q3 | $1.03M | Buy |
60,287
+3,441
| +6% | +$86.7K | ﹤0.01% | 953 |
|
|
2022
Q2 | $1.34M | Buy |
56,846
+2,208
| +4% | +$57.2K | ﹤0.01% | 851 |
|
|
2022
Q1 | $1.54M | Buy |
54,638
+5,467
| +11% | +$162K | ﹤0.01% | 805 |
|
|
2021
Q4 | $1.54M | Sell |
49,171
-23,130
| -32% | -$778K | ﹤0.01% | 780 |
|
|
2021
Q3 | $2.44M | Buy |
72,301
+12,215
| +20% | +$420K | ﹤0.01% | 626 |
|
|
2021
Q2 | $2.13M | Sell |
60,086
-11,328
| -16% | -$411K | ﹤0.01% | 657 |
|
|
2021
Q1 | $2.46M | Buy |
71,414
+8,594
| +14% | +$291K | 0.01% | 638 |
|
|
2020
Q4 | $2.12M | Sell |
62,820
-395
| -0.6% | -$12.2K | ﹤0.01% | 651 |
|
|
2020
Q3 | $1.8M | Buy |
63,215
+6,130
| +11% | +$177K | ﹤0.01% | 600 |
|
|
2020
Q2 | $1.5M | Buy |
57,085
+5,214
| +10% | +$129K | ﹤0.01% | 596 |
|
|
2020
Q1 | $1.05M | Sell |
51,871
-921
| -2% | -$32.4K | ﹤0.01% | 624 |
|
|
2019
Q4 | $1.99M | Buy |
52,792
+1,719
| +3% | +$62.7K | 0.01% | 519 |
|
|
2019
Q3 | $1.8M | Sell |
51,073
-3,490
| -6% | -$126K | 0.01% | 525 |
|
|
2019
Q2 | $1.99M | Sell |
54,563
-32
| -0.1% | -$1.22K | 0.01% | 498 |
|
|
2019
Q1 | $2.18M | Buy |
54,595
+10,054
| +23% | +$410K | 0.01% | 434 |
|
|
2018
Q4 | $1.75M | Buy |
44,541
+27
| +0.1% | +$1.08K | 0.01% | 453 |
|
|
2018
Q3 | $1.82M | Buy |
44,514
+701
| +2% | +$29.4K | 0.01% | 507 |
|
|
2018
Q2 | $1.8M | Buy |
43,813
+208
| +0.5% | +$8.67K | 0.01% | 493 |
|
|
2018
Q1 | $1.82M | Sell |
43,605
-1,079
| -2% | -$46K | 0.01% | 491 |
|
|
2017
Q4 | $2.13M | Sell |
44,684
-19,724
| -31% | -$936K | 0.01% | 438 |
|
|
2017
Q3 | $3.14M | Buy |
64,408
+22,666
| +54% | +$1.11M | 0.01% | 334 |
|
|
2017
Q2 | $2.01M | Sell |
41,742
-35,131
| -46% | -$1.66M | 0.01% | 436 |
|
|
2017
Q1 | $3.42M | Sell |
76,873
-8,075
| -10% | -$344K | 0.02% | 287 |
|
|
2016
Q4 | $3.39M | Buy |
84,948
+37,888
| +81% | +$1.54M | 0.02% | 276 |
|
|
2016
Q3 | $1.98M | Buy |
47,060
+5,155
| +12% | +$223K | 0.01% | 385 |
|
|
2016
Q2 | $1.86M | Buy |
41,905
+879
| +2% | +$37.4K | 0.01% | 350 |
|
|
2016
Q1 | $1.68M | Buy |
41,026
+1,126
| +3% | +$44.2K | 0.01% | 354 |
|
|
2015
Q4 | $1.5M | Sell |
39,900
-5,230
| -12% | -$204K | 0.01% | 387 |
|
|
2015
Q3 | $1.78M | Sell |
45,130
-3,495
| -7% | -$140K | 0.02% | 317 |
|
|
2015
Q2 | $1.79M | Buy |
48,625
+8,375
| +21% | +$338K | 0.02% | 320 |
|
|
2015
Q1 | $1.67M | Sell |
40,250
-4,647
| -10% | -$198K | 0.02% | 321 |
|
|
2014
Q4 | $1.94M | Buy |
44,897
+3,252
| +8% | +$147K | 0.02% | 282 |
|
|
2014
Q3 | $1.78M | Buy |
41,645
+4,074
| +11% | +$186K | 0.02% | 267 |
|
|
2014
Q2 | $1.72M | Buy |
37,571
+3,151
| +9% | +$145K | 0.02% | 256 |
|
|
2014
Q1 | $1.51M | Sell |
34,420
-4,876
| -12% | -$211K | 0.02% | 256 |
|
|
2013
Q4 | $1.57M | Sell |
39,296
-6,411
| -14% | -$278K | 0.03% | 217 |
|
|
2013
Q3 | $2.12M | Buy |
45,707
+2,240
| +5% | +$105K | 0.04% | 139 |
|
|
2013
Q2 | $2.19M | Buy |
+43,467
| New | +$2.54M | 0.05% | 123 |
|
Other funds holding NLY
VCM
VPM
