HHRDM
H&H Retirement Design & Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
13,883
+200
| +1% | +$3.99K | 0.15% | 72 |
|
|
2025
Q1 | $241K | Sell |
13,683
-476
| -3% | -$8.37K | 0.16% | 66 |
|
|
2024
Q4 | $306K | Hold |
14,159
| – | – | 0.19% | 65 |
|
|
2024
Q3 | $283K | Buy |
14,159
+25
| +0.2% | +$499 | 0.17% | 66 |
|
|
2024
Q2 | $286K | Hold |
14,134
| – | – | 0.18% | 75 |
|
|
2024
Q1 | $259K | Hold |
14,134
| – | – | 0.17% | 75 |
|
|
2023
Q4 | $266K | Buy |
14,134
+478
| +4% | +$8.99K | 0.17% | 55 |
|
|
2023
Q3 | $239K | Buy |
13,656
+364
| +3% | +$6.38K | 0.17% | 53 |
|
|
2023
Q2 | $268K | Hold |
13,292
| – | – | 0.18% | 46 |
|
|
2023
Q1 | $257K | Sell |
13,292
-705
| -5% | -$13.6K | 0.16% | 45 |
|
|
2022
Q4 | $318K | Buy |
13,997
+36
| +0.3% | +$817 | 0.27% | 58 |
|
|
2022
Q3 | $232K | Sell |
13,961
-41,896
| -75% | -$696K | 0.22% | 65 |
|
|
2022
Q2 | $385K | Buy |
55,857
+2,928
| +6% | +$20.2K | 0.28% | 54 |
|
|
2022
Q1 | $357K | Hold |
52,929
| – | – | 0.24% | 44 |
|
|
2021
Q4 | $368K | Buy |
52,929
+1,517
| +3% | +$10.5K | 0.23% | 54 |
|
|
2021
Q3 | $435K | Buy |
51,412
+1,141
| +2% | +$9.65K | 0.27% | 31 |
|
|
2021
Q2 | $432K | Buy |
50,271
+1,049
| +2% | +$9.02K | 0.26% | 34 |
|
|
2021
Q1 | $431K | Buy |
+49,222
| New | +$431K | 0.26% | 31 |
|
|
2020
Q3 | $445K | Buy |
62,531
+1,707
| +3% | +$12.1K | 0.35% | 30 |
|
|
2020
Q2 | $399K | Sell |
60,824
-1,636
| -3% | -$10.7K | 0.35% | 36 |
|
|
2020
Q1 | $317K | Buy |
+62,460
| New | +$317K | 0.3% | 39 |
|