Pinnacle Wealth Planning Services’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 | $268K | Sell |
14,239
-154
| -1% | -$2.9K | 0.04% | 329 |
|
|
2025
Q1 | $292K | Buy |
+14,393
| New | +$292K | 0.04% | 270 |
|
|
2024
Q3 | – | Sell |
-14,608
| Closed | -$278K | – | 550 |
|
|
2024
Q2 | $278K | Buy |
14,608
+11
| +0.1% | +$210 | 0.04% | 306 |
|
|
2024
Q1 | $287K | Sell |
14,597
-14
| -0.1% | -$276 | 0.04% | 310 |
|
|
2023
Q4 | $283K | Sell |
14,611
-1,363
| -9% | -$26.4K | 0.04% | 285 |
|
|
2023
Q3 | $300K | Hold |
15,974
| – | – | 0.05% | 252 |
|
|
2023
Q2 | $320K | Hold |
15,974
| – | – | 0.05% | 248 |
|
|
2023
Q1 | $305K | Buy |
15,974
+5,261
| +49% | +$101K | 0.05% | 263 |
|
|
2022
Q4 | $226K | Buy |
10,713
+359
| +3% | +$7.57K | 0.04% | 332 |
|
|
2022
Q3 | $177K | Sell |
10,354
-2
| -0% | -$34 | 0.03% | 335 |
|
|
2022
Q2 | $245K | Buy |
10,356
+6,382
| +161% | +$151K | 0.04% | 289 |
|
|
2022
Q1 | $112K | Buy |
+3,974
| New | +$112K | 0.02% | 394 |
|
|
2021
Q1 | – | Sell |
-77
| Closed | -$3K | – | 1379 |
|
|
2020
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 1835 |
|