Integrated Wealth Concepts’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 | $474K | Buy |
25,198
+10,324
| +69% | +$194K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $302K | Buy |
14,874
+4,205
| +39% | +$85.4K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $195K | Sell |
10,669
-1,463
| -12% | -$26.8K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $243K | Sell |
12,132
-990
| -8% | -$19.9K | ﹤0.01% | 1466 |
|
|
2024
Q2 | $250K | Sell |
13,122
-6,587
| -33% | -$126K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $388K | Sell |
19,709
-96
| -0.5% | -$1.89K | 0.01% | 1173 |
|
|
2023
Q4 | $384K | Buy |
19,805
+349
| +2% | +$6.76K | 0.01% | 1120 |
|
|
2023
Q3 | $366K | Buy |
19,456
+172
| +0.9% | +$3.24K | 0.01% | 1131 |
|
|
2023
Q2 | $386K | Buy |
19,284
+524
| +3% | +$10.5K | 0.01% | 1117 |
|
|
2023
Q1 | $358K | Buy |
18,760
+1,808
| +11% | +$34.5K | 0.01% | 979 |
|
|
2022
Q4 | $357K | Sell |
16,952
-694
| -4% | -$14.6K | 0.01% | 762 |
|
|
2022
Q3 | $303K | Buy |
17,646
+18
| +0.1% | +$309 | 0.01% | 730 |
|
|
2022
Q2 | $417K | Sell |
17,628
-36,869
| -68% | -$872K | 0.01% | 660 |
|
|
2022
Q1 | $1.54M | Buy |
54,497
+11,418
| +27% | +$322K | 0.05% | 303 |
|
|
2021
Q4 | $1.35M | Buy |
43,079
+27,974
| +185% | +$875K | 0.04% | 341 |
|
|
2021
Q3 | $509K | Buy |
15,105
+10,476
| +226% | +$353K | 0.02% | 582 |
|
|
2021
Q2 | $164K | Sell |
4,629
-145
| -3% | -$5.14K | 0.01% | 778 |
|
|
2021
Q1 | $164K | Buy |
+4,774
| New | +$164K | 0.01% | 704 |
|
|
2019
Q4 | – | Sell |
-4,174
| Closed | -$147K | – | 485 |
|
|
2019
Q3 | $147K | Sell |
4,174
-370
| -8% | -$13K | 0.02% | 415 |
|
|
2019
Q2 | $173K | Buy |
4,544
+1,272
| +39% | +$48.4K | 0.02% | 370 |
|
|
2019
Q1 | $131K | Buy |
3,272
+363
| +12% | +$14.5K | 0.02% | 323 |
|
|
2018
Q4 | $114K | Buy |
+2,909
| New | +$114K | 0.03% | 259 |
|