Rise Advisors’s Annaly Capital Management NLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,056	Closed	-$21.3K	–	981
2025 Q3	$21.3K	Buy	1,056 +34	+3%	+$705	0.01%	540
2025 Q2	$19.2K	Buy	1,022 +36	+4%	+$685	0.01%	559
2025 Q1	$20K	Sell	986 -654	-40%	-$13.5K	0.01%	498
2024 Q4	$30K	Buy	1,640 +53	+3%	+$1.03K	0.01%	390
2024 Q3	$31.8K	Buy	1,587 +50	+3%	+$1K	0.02%	388
2024 Q2	$29.3K	Buy	1,537 +51	+3%	+$990	0.02%	392
2024 Q1	$29.3K	Buy	+1,486	New	+$28.7K	0.02%	395
2023 Q2	–	Sell	-66	Closed	-$1.27K	–	759
2023 Q1	$1.27K	Buy	66 +2	+3%	+$42	﹤0.01%	630
2022 Q4	$1.35K	Buy	64 +3	+5%	+$59	﹤0.01%	616
2022 Q3	$1K	Buy	61 +1	+2%	+$25	﹤0.01%	651
2022 Q2	$1K	Sell	60 -51	-46%	-$1.32K	﹤0.01%	653
2022 Q1	$3K	Buy	111 +3	+3%	+$89	﹤0.01%	495
2021 Q4	$3.37K	Buy	+108	New	+$3.63K	﹤0.01%	457