Jupiter 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 | $347K | Buy |
16,621
+551
| +3% | +$11.5K | 0.18% | 68 |
|
2025
Q1 | $318K | Buy |
16,070
+1,035
| +7% | +$20.5K | 0.19% | 58 |
|
2024
Q4 | $275K | Buy |
15,035
+492
| +3% | +$9K | 0.14% | 77 |
|
2024
Q3 | $292K | Hold |
14,543
| – | – | 0.15% | 73 |
|
2024
Q2 | $290K | Buy |
14,543
+456
| +3% | +$9.08K | 0.15% | 74 |
|
2024
Q1 | $277K | Buy |
14,087
+911
| +7% | +$17.9K | 0.15% | 75 |
|
2023
Q4 | $255K | Hold |
13,176
| – | – | 0.15% | 75 |
|
2023
Q3 | $224K | Buy |
13,176
+926
| +8% | +$15.8K | 0.15% | 75 |
|
2023
Q2 | $245K | Buy |
12,250
+2,183
| +22% | +$43.7K | 0.21% | 59 |
|
2023
Q1 | $192K | Buy |
10,067
+363
| +4% | +$6.94K | 0.18% | 58 |
|
2022
Q4 | $204K | Buy |
9,704
+1,789
| +23% | +$37.6K | 0.2% | 50 |
|
2022
Q3 | $135K | Buy |
7,915
+1,745
| +28% | +$29.8K | 0.14% | 59 |
|
2022
Q2 | $145K | Buy |
6,170
+1,200
| +24% | +$28.2K | 0.13% | 59 |
|
2022
Q1 | $139K | Buy |
4,970
+1,759
| +55% | +$49.2K | 0.09% | 79 |
|
2021
Q4 | $100K | Buy |
+3,211
| New | +$100K | 0.05% | 87 |
|