Evoke Wealth’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	$2.03M	Sell	92,734 -6,089	-6%	-$139K	0.04%	175
2025 Q4	$2.28M	Buy	98,823 +1,473	+2%	+$32.1K	0.04%	167
2025 Q3	$2.04M	Sell	97,350 -87	-0.1%	-$1.8K	0.04%	164
2025 Q2	$1.9M	Buy	97,437 +721	+0.7%	+$13.7K	0.04%	156
2025 Q1	$2.03M	Buy	96,716 +181	+0.2%	+$3.73K	0.05%	133
2024 Q4	$1.83M	Sell	96,535 -89,352	-48%	-$1.75M	0.05%	133
2024 Q3	$3.85M	Buy	+185,887	New	+$3.72M	0.11%	84
2024 Q2	–	Sell	-153,278	Closed	-$3.12M	–	297
2024 Q1	$3.12M	Buy	+153,278	New	+$2.96M	0.09%	92
2023 Q4	–	Sell	-152,418	Closed	-$2.97M	–	266
2023 Q3	$2.97M	Sell	152,418 -541	-0.4%	-$10.8K	0.1%	94
2023 Q2	$3.16M	Buy	152,959 +7,651	+5%	+$149K	0.11%	86
2023 Q1	$2.89M	Sell	145,308 -27,794	-16%	-$586K	0.11%	95
2022 Q4	$3.65M	Buy	173,102 +9,055	+6%	+$178K	0.13%	85
2022 Q3	$2.81M	Buy	164,047 +2,084	+1%	+$52.5K	0.11%	87
2022 Q2	$3.97M	Buy	161,963 +80,924	+100%	+$2.1M	0.15%	76
2022 Q1	$2.35M	Buy	81,039 +238	+0.3%	+$7.07K	0.08%	108
2021 Q4	$2.6M	Sell	80,801 -1,658	-2%	-$55.7K	0.08%	108
2021 Q3	$2.85M	Buy	82,459 +6,291	+8%	+$217K	0.11%	99
2021 Q2	$2.77M	Buy	76,168 +8,618	+13%	+$313K	0.11%	104
2021 Q1	$2.38M	Sell	67,550 -14,784	-18%	-$501K	0.11%	104
2020 Q4	$2.85M	Buy	82,334 +4,802	+6%	+$149K	0.19%	35
2020 Q3	$2.28M	Buy	77,532 +34,336	+79%	+$994K	0.18%	44
2020 Q2	$1.17M	Sell	43,196 -3,463	-7%	-$85.5K	0.11%	54
2020 Q1	$993K	Sell	46,659 -252	-0.5%	-$8.86K	0.14%	49
2019 Q4	$1.81M	Sell	46,911 -10,800	-19%	-$394K	0.23%	42
2019 Q3	$2.09M	Buy	+57,711	New	+$2.08M	0.26%	53