KCFA
Key Client Fiduciary Advisors’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
188,175
+8,163
| +5% | +$154K | 1.43% | 13 |
|
|
2025
Q1 | $3.66M | Sell |
180,012
-2,797
| -2% | -$56.8K | 1.66% | 12 |
|
|
2024
Q4 | $3.35M | Buy |
182,809
+27,230
| +18% | +$498K | 1.47% | 13 |
|
|
2024
Q3 | $3.12M | Buy |
155,579
+14,955
| +11% | +$300K | 1.4% | 13 |
|
|
2024
Q2 | $2.68M | Buy |
140,624
+1,682
| +1% | +$32.1K | 1.33% | 12 |
|
|
2024
Q1 | $2.74M | Sell |
138,942
-10,714
| -7% | -$211K | 1.45% | 14 |
|
|
2023
Q4 | $2.9M | Sell |
149,656
-6,348
| -4% | -$123K | 1.68% | 12 |
|
|
2023
Q3 | $2.93M | Buy |
156,004
+3,746
| +2% | +$70.5K | 1.8% | 13 |
|
|
2023
Q2 | $3.05M | Buy |
152,258
+796
| +0.5% | +$15.9K | 1.77% | 13 |
|
|
2023
Q1 | $2.89M | Buy |
151,462
+3,072
| +2% | +$58.7K | 1.81% | 11 |
|
|
2022
Q4 | $3.13M | Sell |
148,390
-8,203
| -5% | -$173K | 2.11% | 11 |
|
|
2022
Q3 | $2.69M | Sell |
156,593
-436,858
| -74% | -$7.5M | 2.43% | 11 |
|
|
2022
Q2 | $3.51M | Buy |
593,451
+75,810
| +15% | +$448K | 3.42% | 10 |
|
|
2022
Q1 | $3.64M | Buy |
517,641
+176,303
| +52% | +$1.24M | 2.88% | 10 |
|
|
2021
Q4 | $2.67M | Buy |
+341,338
| New | +$2.67M | 2.2% | 11 |
|