Kovitz Investment Group Partners’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 | – | Sell |
-11,248
| Closed | -$228K | – | 1379 |
|
|
2025
Q1 | $228K | Sell |
11,248
-2,550
| -18% | -$51.8K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $253K | Buy |
13,798
+137
| +1% | +$2.51K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $255K | Sell |
13,661
-1,314
| -9% | -$24.6K | ﹤0.01% | 896 |
|
|
2024
Q2 | $285K | Buy |
14,975
+1,100
| +8% | +$21K | ﹤0.01% | 736 |
|
|
2024
Q1 | $273K | Buy |
+13,875
| New | +$273K | ﹤0.01% | 590 |
|