Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $537K | Buy |
25,373
+624
| +3% | +$14.2K | 0.01% | 798 |
|
|
2025
Q4 | $557K | Buy |
24,749
+659
| +3% | +$14.3K | 0.02% | 755 |
|
|
2025
Q3 | $487K | Buy |
24,090
+360
| +2% | +$7.47K | 0.01% | 825 |
|
|
2025
Q2 | $447K | Sell |
23,730
-844
| -3% | -$16K | 0.01% | 830 |
|
|
2025
Q1 | $499K | Sell |
24,574
-80
| -0.3% | -$1.65K | 0.02% | 740 |
|
|
2024
Q4 | $451K | Sell |
24,654
-2,470
| -9% | -$48.3K | 0.01% | 772 |
|
|
2024
Q3 | $544K | Buy |
27,124
+784
| +3% | +$15.7K | 0.02% | 713 |
|
|
2024
Q2 | $502K | Buy |
26,340
+1,057
| +4% | +$20.5K | 0.02% | 722 |
|
|
2024
Q1 | $498K | Buy |
25,283
+7,448
| +42% | +$144K | 0.02% | 760 |
|
|
2023
Q4 | $345K | Sell |
17,835
-25,776
| -59% | -$460K | 0.03% | 585 |
|
|
2023
Q3 | $820K | Sell |
43,611
-8,275
| -16% | -$164K | 0.03% | 526 |
|
|
2023
Q2 | $1.04M | Sell |
51,886
-466
| -0.9% | -$9.05K | 0.04% | 440 |
|
|
2023
Q1 | $1M | Buy |
52,352
+5,398
| +11% | +$114K | 0.03% | 513 |
|
|
2022
Q4 | $990K | Buy |
46,954
+15,761
| +51% | +$310K | 0.04% | 483 |
|
|
2022
Q3 | $535K | Buy |
31,193
+2,213
| +8% | +$55.8K | 0.02% | 705 |
|
|
2022
Q2 | $685K | Buy |
28,980
+843
| +3% | +$21.8K | 0.02% | 623 |
|
|
2022
Q1 | $792K | Buy |
28,137
+4,275
| +18% | +$127K | 0.02% | 637 |
|
|
2021
Q4 | $746K | Buy |
23,862
+363
| +2% | +$12.2K | 0.02% | 665 |
|
|
2021
Q3 | $791K | Buy |
23,499
+2,757
| +13% | +$94.9K | 0.02% | 631 |
|
|
2021
Q2 | $737K | Buy |
20,742
+1,946
| +10% | +$70.7K | 0.02% | 662 |
|
|
2021
Q1 | $647K | Buy |
18,796
+2,759
| +17% | +$93.5K | 0.02% | 667 |
|
|
2020
Q4 | $542K | Sell |
16,037
-805
| -5% | -$24.9K | 0.02% | 667 |
|
|
2020
Q3 | $480K | Buy |
16,842
+1,800
| +12% | +$52.1K | 0.02% | 622 |
|
|
2020
Q2 | $395K | Sell |
15,042
-906
| -6% | -$22.4K | 0.02% | 681 |
|
|
2020
Q1 | $323K | Buy |
15,948
+2,521
| +19% | +$88.7K | 0.02% | 614 |
|
|
2019
Q4 | $506K | Sell |
13,427
-1,325
| -9% | -$48.3K | 0.02% | 595 |
|
|
2019
Q3 | $519K | Sell |
14,752
-879
| -6% | -$31.7K | 0.02% | 560 |
|
|
2019
Q2 | $571K | Sell |
15,631
-862
| -5% | -$32.8K | 0.03% | 510 |
|
|
2019
Q1 | $659K | Buy |
16,493
+2,543
| +18% | +$104K | 0.04% | 434 |
|
|
2018
Q4 | $548K | Buy |
13,950
+117
| +0.8% | +$4.68K | 0.04% | 413 |
|
|
2018
Q3 | $566K | Sell |
13,833
-1,012
| -7% | -$42.4K | 0.03% | 446 |
|
|
2018
Q2 | $611K | Sell |
14,845
-730
| -5% | -$30.4K | 0.04% | 401 |
|
|
2018
Q1 | $650K | Sell |
15,575
-2,604
| -14% | -$111K | 0.05% | 364 |
|
|
2017
Q4 | $865K | Sell |
18,179
-5,186
| -22% | -$246K | 0.07% | 289 |
|
|
2017
Q3 | $1.14M | Buy |
23,365
+2,533
| +12% | +$124K | 0.09% | 231 |
|
|
2017
Q2 | $1M | Buy |
20,832
+1,297
| +7% | +$61.2K | 0.09% | 237 |
|
|
2017
Q1 | $868K | Buy |
19,535
+328
| +2% | +$14K | 0.08% | 262 |
|
|
2016
Q4 | $766K | Sell |
19,207
-1,460
| -7% | -$59.4K | 0.08% | 261 |
|
|
2016
Q3 | $868K | Buy |
20,667
+1,385
| +7% | +$60K | 0.1% | 223 |
|
|
2016
Q2 | $854K | Buy |
19,282
+2,755
| +17% | +$117K | 0.11% | 210 |
|
|
2016
Q1 | $678K | Buy |
16,527
+1,295
| +9% | +$50.8K | 0.09% | 244 |
|
|
2015
Q4 | $571K | Sell |
15,232
-514
| -3% | -$20K | 0.08% | 285 |
|
|
2015
Q3 | $622K | Buy |
15,746
+555
| +4% | +$22.2K | 0.1% | 240 |
|
|
2015
Q2 | $558K | Sell |
15,191
-2,648
| -15% | -$107K | 0.08% | 304 |
|
|
2015
Q1 | $742K | Sell |
17,839
-1,524
| -8% | -$64.8K | 0.1% | 245 |
|
|
2014
Q4 | $837K | Buy |
+19,363
| New | +$876K | 0.11% | 223 |
|
Other funds holding NLY
VCM
VPM
Sigma Planning Corp's NLY Position: Q1 2026 in Review
Sigma Planning Corp increased its Annaly Capital Management (NLY) stake by 2.5% in Q1 2026, buying an estimated $14.2K and bringing the position to 25,373 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #798.
Sigma Planning Corp first reported a position in NLY in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.14M in Q3 2017. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.
- Sigma Planning Corp held 25,373 shares of Annaly Capital Management worth $537K as of Q1 2026.
- Sigma Planning Corp bought 624 Annaly Capital Management shares in Q1 2026, an estimated $14.2K.
- Annaly Capital Management made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #798 holding.
- Sigma Planning Corp first reported a position in Annaly Capital Management in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Annaly Capital Management position peaked at $1.14M in Q3 2017.
- 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.