Mark Sheptoff Financial Planning’s Annaly Capital Management NLY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.4K	Hold	550	–	–	0.01%	334
2025 Q1	$11.2K	Hold	550	–	–	0.01%	309
2024 Q4	$10.1K	Hold	550	–	–	0.01%	317
2024 Q3	$11K	Hold	550	–	–	0.01%	299
2024 Q2	$10.5K	Hold	550	–	–	0.01%	310
2024 Q1	$10.8K	Sell	550 -9	-2%	-$177	0.01%	289
2023 Q4	$10.8K	Hold	559	–	–	0.01%	281
2023 Q3	$10.5K	Hold	559	–	–	0.01%	264
2023 Q2	$11.2K	Hold	559	–	–	0.01%	269
2023 Q1	$10.7K	Hold	559	–	–	0.01%	261
2022 Q4	$11.8K	Hold	559	–	–	0.01%	256
2022 Q3	$10K	Hold	559	–	–	0.01%	253
2022 Q2	$13K	Hold	559	–	–	0.01%	244
2022 Q1	$16K	Hold	559	–	–	0.01%	265
2021 Q4	$17K	Hold	559	–	–	0.01%	273
2021 Q3	$19K	Hold	559	–	–	0.01%	250
2021 Q2	$20K	Hold	559	–	–	0.01%	270
2021 Q1	$19K	Hold	559	–	–	0.01%	237
2020 Q4	$19K	Hold	559	–	–	0.01%	224
2020 Q3	$16K	Hold	559	–	–	0.01%	202
2020 Q2	$15K	Hold	559	–	–	0.01%	220
2020 Q1	$11K	Hold	559	–	–	0.01%	227
2019 Q4	$21K	Hold	559	–	–	0.01%	212
2019 Q3	$20K	Hold	559	–	–	0.01%	211
2019 Q2	$20K	Hold	559	–	–	0.01%	211
2019 Q1	$22K	Hold	559	–	–	0.02%	205
2018 Q4	$22K	Hold	559	–	–	0.02%	187
2018 Q3	$23K	Hold	559	–	–	0.02%	224
2018 Q2	$23K	Hold	559	–	–	0.02%	217
2018 Q1	$23K	Buy	559 +300	+116%	+$12.3K	0.02%	221
2017 Q4	$12K	Hold	259	–	–	0.01%	272
2017 Q3	$13K	Buy	259 +250	+2,778%	+$12.5K	0.01%	271
2017 Q2	$0	Sell	9 -1	-10%	–	﹤0.01%	371
2017 Q1	$0	Buy	10 +1	+11%	–	﹤0.01%	369
2016 Q4	$0	Hold	9	–	–	﹤0.01%	370
2016 Q3	$0	Hold	9	–	–	﹤0.01%	364
2016 Q2	$0	Hold	9	–	–	﹤0.01%	368
2016 Q1	$0	Hold	9	–	–	﹤0.01%	382
2015 Q4	$0	Sell	9 -38	-81%	–	﹤0.01%	417
2015 Q3	$2K	Buy	47 +38	+422%	+$1.62K	﹤0.01%	350
2015 Q2	$0	Hold	9	–	–	﹤0.01%	397
2015 Q1	$0	Hold	9	–	–	﹤0.01%	341
2014 Q4	$0	Hold	9	–	–	﹤0.01%	334
2014 Q3	$0	Hold	9	–	–	﹤0.01%	346
2014 Q2	$0	Hold	9	–	–	﹤0.01%	354
2014 Q1	$0	Buy	+9	New	–	﹤0.01%	357