San Luis Wealth Advisors’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
Q1 | – | Sell |
-40,760
| Closed | -$746K | – | 153 |
|
|
2024
Q4 | $746K | Buy |
40,760
+8,043
| +25% | +$147K | 0.14% | 77 |
|
|
2024
Q3 | $657K | Buy |
32,717
+18,266
| +126% | +$367K | 0.14% | 84 |
|
|
2024
Q2 | $275K | Buy |
+14,451
| New | +$275K | 0.07% | 105 |
|
|
2022
Q2 | – | Sell |
-3,147
| Closed | -$98K | – | 307 |
|
|
2022
Q1 | $98K | Hold |
3,147
| – | – | 0.05% | 197 |
|
|
2021
Q4 | $98K | Sell |
3,147
-275
| -8% | -$8.56K | 0.1% | 88 |
|
|
2021
Q3 | $115K | Buy |
+3,422
| New | +$115K | 0.06% | 152 |
|
|
2020
Q4 | $120K | Buy |
+3,541
| New | +$120K | 0.08% | 121 |
|