Geneos Wealth Management’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
18,880
+2,006
| +12% | +$37.8K | 0.01% | 807 |
|
|
2025
Q1 | $343K | Buy |
16,874
+11,290
| +202% | +$229K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $102K | Buy |
+5,584
| New | +$102K | ﹤0.01% | 1061 |
|
|
2022
Q3 | – | Sell |
-9,632
| Closed | -$234K | – | 2387 |
|
|
2022
Q2 | $234K | Sell |
9,632
-669
| -6% | -$16.3K | 0.01% | 697 |
|
|
2022
Q1 | $290K | Buy |
10,301
+509
| +5% | +$14.3K | 0.01% | 679 |
|
|
2021
Q4 | $306K | Buy |
9,792
+205
| +2% | +$6.41K | 0.01% | 728 |
|
|
2021
Q3 | $324K | Buy |
9,587
+116
| +1% | +$3.92K | 0.01% | 684 |
|
|
2021
Q2 | $336K | Sell |
9,471
-8,847
| -48% | -$314K | 0.01% | 661 |
|
|
2021
Q1 | $665K | Buy |
18,318
+776
| +4% | +$28.2K | 0.02% | 552 |
|
|
2020
Q4 | $313K | Buy |
17,542
+9,930
| +130% | +$177K | 0.01% | 660 |
|
|
2020
Q3 | $221K | Hold |
7,612
| – | – | 0.01% | 660 |
|
|
2020
Q2 | $199K | Buy |
7,612
+243
| +3% | +$6.35K | 0.01% | 667 |
|
|
2020
Q1 | $180K | Sell |
7,369
-526
| -7% | -$12.8K | 0.01% | 645 |
|
|
2019
Q4 | $307K | Sell |
7,895
-91
| -1% | -$3.54K | 0.02% | 554 |
|
|
2019
Q3 | $279K | Sell |
7,986
-685
| -8% | -$23.9K | 0.02% | 553 |
|
|
2019
Q2 | $316K | Sell |
8,671
-1,178
| -12% | -$42.9K | 0.02% | 528 |
|
|
2019
Q1 | $393K | Buy |
9,849
+1,192
| +14% | +$47.6K | 0.03% | 464 |
|
|
2018
Q4 | $341K | Sell |
8,657
-165
| -2% | -$6.5K | 0.03% | 461 |
|
|
2018
Q3 | $361K | Buy |
8,822
+980
| +12% | +$40.1K | 0.02% | 460 |
|
|
2018
Q2 | $322K | Sell |
7,842
-363
| -4% | -$14.9K | 0.03% | 422 |
|
|
2018
Q1 | $342K | Sell |
8,205
-1,290
| -14% | -$53.8K | 0.03% | 387 |
|
|
2017
Q4 | $451K | Sell |
9,495
-2,757
| -23% | -$131K | 0.04% | 338 |
|
|
2017
Q3 | $597K | Buy |
12,252
+2,898
| +31% | +$141K | 0.06% | 275 |
|
|
2017
Q2 | $450K | Buy |
9,354
+291
| +3% | +$14K | 0.05% | 315 |
|
|
2017
Q1 | $402K | Sell |
9,063
-1,238
| -12% | -$54.9K | 0.04% | 323 |
|
|
2016
Q4 | $410K | Buy |
10,301
+802
| +8% | +$31.9K | 0.05% | 293 |
|
|
2016
Q3 | $398K | Buy |
9,499
+35
| +0.4% | +$1.47K | 0.05% | 291 |
|
|
2016
Q2 | $415K | Buy |
9,464
+1,763
| +23% | +$77.3K | 0.06% | 280 |
|
|
2016
Q1 | $318K | Buy |
+7,701
| New | +$318K | 0.05% | 323 |
|