Fortem Financial Group’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	$4.1M	Buy	193,851 +31,912	+20%	+$727K	1.03%	30
2025 Q4	$3.62M	Buy	161,939 +768	+0.5%	+$16.7K	0.97%	28
2025 Q3	$3.26M	Sell	161,171 -91	-0.1%	-$1.89K	0.94%	29
2025 Q2	$3.03M	Buy	161,262 +18,533	+13%	+$352K	0.98%	27
2025 Q1	$2.9M	Buy	142,729 +14,323	+11%	+$295K	1.13%	23
2024 Q4	$2.35M	Buy	128,406 +3,304	+3%	+$64.5K	0.91%	28
2024 Q3	$2.51M	Buy	125,102 +2,439	+2%	+$48.9K	1.02%	26
2024 Q2	$2.34M	Buy	122,663 +816	+0.7%	+$15.8K	1.01%	26
2024 Q1	$2.4M	Buy	121,847 +6,878	+6%	+$133K	1.05%	24
2023 Q4	$2.23M	Buy	114,969 +6,180	+6%	+$110K	1.11%	23
2023 Q3	$2.05M	Sell	108,789 -1,098	-1%	-$21.8K	1.2%	19
2023 Q2	$2.2M	Buy	109,887 +17,703	+19%	+$344K	1.3%	19
2023 Q1	$1.76M	Buy	92,184 +37,467	+68%	+$790K	1.15%	25
2022 Q4	$1.15M	Buy	54,717 +9,609	+21%	+$189K	0.68%	44
2022 Q3	$774K	Buy	45,108 +9,937	+28%	+$250K	0.54%	70
2022 Q2	$831K	Buy	+35,171	New	+$911K	0.54%	61