JFS Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

JFS Wealth Advisors’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278	Buy	+12	New	+$265	﹤0.01%	2079
2023 Q4	–	Sell	-1,125	Closed	-$21.2K	–	2027
2023 Q3	$21.2K	Hold	1,125	–	–	﹤0.01%	534
2023 Q2	$22.5K	Hold	1,125	–	–	﹤0.01%	519
2023 Q1	$21.5K	Hold	1,125	–	–	﹤0.01%	521
2022 Q4	$23.7K	Hold	1,125	–	–	﹤0.01%	493
2022 Q3	$19K	Hold	1,125	–	–	﹤0.01%	584
2022 Q2	$27K	Buy	+1,125	New	+$29.1K	﹤0.01%	530
2015 Q2	–	Sell	-426	Closed	-$18K	–	517
2015 Q1	$18K	Buy	426 +12	+3%	+$510	0.01%	297
2014 Q4	$18K	Buy	414 +132	+47%	+$5.97K	﹤0.01%	300
2014 Q3	$12K	Buy	282 +8	+3%	+$366	﹤0.01%	323
2014 Q2	$13K	Buy	+274	New	+$12.6K	﹤0.01%	306
2013 Q4	–	Sell	-5,130	Closed	-$238K	–	136
2013 Q3	$238K	Buy	+5,130	New	+$241K	0.11%	109

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return