Sowell Financial Services’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
Q2 | $1.23M | Buy |
54,808
+7,165
| +15% | +$158K | 0.04% | 413 |
|
|
2026
Q1 | $1.01M | Buy |
47,643
+10,825
| +29% | +$247K | 0.04% | 431 |
|
|
2025
Q4 | $823K | Buy |
36,818
+1,087
| +3% | +$23.7K | 0.03% | 486 |
|
|
2025
Q3 | $722K | Buy |
35,731
+2,852
| +9% | +$59.1K | 0.03% | 524 |
|
|
2025
Q2 | $619K | Buy |
32,879
+273
| +0.8% | +$5.19K | 0.03% | 552 |
|
|
2025
Q1 | $662K | Buy |
32,606
+19
| +0.1% | +$391 | 0.03% | 516 |
|
|
2024
Q4 | $596K | Buy |
32,587
+3,829
| +13% | +$74.8K | 0.03% | 394 |
|
|
2024
Q3 | $596K | Sell |
28,758
-1,047
| -4% | -$21K | 0.03% | 421 |
|
|
2024
Q2 | $587K | Sell |
29,805
-571
| -2% | -$11.1K | 0.03% | 412 |
|
|
2024
Q1 | $618K | Buy |
30,376
+270
| +0.9% | +$5.21K | 0.03% | 424 |
|
|
2023
Q4 | $603K | Buy |
30,106
+16,247
| +117% | +$290K | 0.03% | 412 |
|
|
2023
Q3 | $270K | Sell |
13,859
-679
| -5% | -$13.5K | 0.02% | 470 |
|
|
2023
Q2 | $300K | Buy |
14,538
+856
| +6% | +$16.6K | 0.02% | 514 |
|
|
2023
Q1 | $261K | Sell |
13,682
-515
| -4% | -$10.9K | 0.02% | 612 |
|
|
2022
Q4 | $300K | Buy |
+14,197
| New | +$279K | 0.02% | 488 |
|
|
2022
Q2 | – | Sell |
-15,886
| Closed | -$416K | – | 317 |
|
|
2022
Q1 | $416K | Sell |
15,886
-5,897
| -27% | -$175K | 0.07% | 145 |
|
|
2021
Q4 | $681K | Sell |
21,783
-9,718
| -31% | -$327K | 0.04% | 394 |
|
|
2021
Q3 | $1.09M | Buy |
31,501
+7,309
| +30% | +$252K | 0.07% | 282 |
|
|
2021
Q2 | $859K | Buy |
24,192
+10,337
| +75% | +$375K | 0.06% | 339 |
|
|
2021
Q1 | $507K | Sell |
13,855
-6,602
| -32% | -$224K | 0.02% | 637 |
|
|
2020
Q4 | $691K | Buy |
20,457
+1,079
| +6% | +$33.4K | 0.03% | 429 |
|
|
2020
Q3 | $552K | Buy |
19,378
+5,575
| +40% | +$161K | 0.03% | 445 |
|
|
2020
Q2 | $362K | Buy |
13,803
+10,354
| +300% | +$256K | 0.02% | 545 |
|
|
2020
Q1 | $70K | Sell |
3,449
-1,097
| -24% | -$38.6K | 0.01% | 941 |
|
|
2019
Q4 | $171K | Sell |
4,546
-4,977
| -52% | -$181K | 0.01% | 765 |
|
|
2019
Q3 | $335K | Buy |
+9,523
| New | +$343K | 0.03% | 507 |
|
|
2019
Q1 | $406K | Buy |
10,150
+654
| +7% | +$26.7K | 0.05% | 379 |
|
|
2018
Q4 | $373K | Buy |
9,496
+2,528
| +36% | +$101K | 0.05% | 335 |
|
|
2018
Q3 | $285K | Buy |
6,968
+209
| +3% | +$8.76K | 0.04% | 272 |
|
|
2018
Q2 | $284K | Buy |
6,759
+1,105
| +20% | +$46K | 0.06% | 231 |
|
|
2018
Q1 | $232K | Buy |
5,654
+754
| +15% | +$32.1K | 0.06% | 239 |
|
|
2017
Q4 | $217K | Sell |
4,900
-1,571
| -24% | -$74.6K | 0.05% | 232 |
|
|
2017
Q3 | $298K | Sell |
6,471
-382
| -6% | -$18.7K | 0.08% | 201 |
|
|
2017
Q2 | $334K | Buy |
6,853
+85
| +1% | +$4.01K | 0.09% | 178 |
|
|
2017
Q1 | $319K | Sell |
6,768
-3,136
| -32% | -$133K | 0.09% | 182 |
|
|
2016
Q4 | $414K | Buy |
+9,904
| New | +$403K | 0.14% | 129 |
|
Other funds holding NLY
Sowell Financial Services's NLY Position: Q2 2026 in Review
Sowell Financial Services increased its Annaly Capital Management (NLY) stake by 15% in Q2 2026, buying an estimated $158K and bringing the position to 54,808 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #413.
Sowell Financial Services first reported a position in NLY in Q4 2016 and has held it in 36 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.
- Sowell Financial Services held 54,808 shares of Annaly Capital Management worth $1.23M as of Q2 2026.
- Sowell Financial Services bought 7,165 Annaly Capital Management shares in Q2 2026, an estimated $158K.
- Annaly Capital Management made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #413 holding.
- Sowell Financial Services first reported a position in Annaly Capital Management in Q4 2016 and has held it in 36 quarters since.
- 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.