Montag & Associates’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 | $56.5K | Sell |
2,894
-703
| -20% | -$13.7K | ﹤0.01% | 559 |
|
|
2025
Q1 | $75.6K | Hold |
3,597
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $68.2K | Hold |
3,597
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $74.5K | Hold |
3,597
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $70.9K | Buy |
3,597
+871
| +32% | +$17.2K | ﹤0.01% | 537 |
|
|
2024
Q1 | $55.4K | Sell |
2,726
-2,534
| -48% | -$51.5K | ﹤0.01% | 574 |
|
|
2023
Q4 | $105K | Buy |
5,260
+2,726
| +108% | +$54.6K | 0.01% | 468 |
|
|
2023
Q3 | $49.3K | Hold |
2,534
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $52.4K | Hold |
2,534
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $50.1K | Hold |
2,534
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $55.6K | Hold |
2,534
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $46K | Buy |
+2,534
| New | +$46K | ﹤0.01% | 547 |
|
|
2021
Q4 | – | Sell |
-3,750
| Closed | -$126K | – | 896 |
|
|
2021
Q3 | $126K | Hold |
3,750
| – | – | 0.01% | 441 |
|
|
2021
Q2 | $133K | Hold |
3,750
| – | – | 0.01% | 437 |
|
|
2021
Q1 | $129K | Hold |
3,750
| – | – | 0.01% | 443 |
|
|
2020
Q4 | $127K | Buy |
+3,750
| New | +$127K | 0.01% | 430 |
|