Strait & Sound Wealth Management’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	$1.4M	Buy	66,261 +5,543	+9%	+$126K	0.53%	46
2025 Q4	$1.36M	Buy	60,718 +2,329	+4%	+$50.7K	0.51%	48
2025 Q3	$1.18M	Buy	58,389 +2,525	+5%	+$52.4K	0.45%	49
2025 Q2	$1.05M	Buy	55,864 +8,643	+18%	+$164K	0.45%	52
2025 Q1	$959K	Buy	47,221 +6,173	+15%	+$127K	0.45%	53
2024 Q4	$751K	Buy	41,048 +8,078	+25%	+$158K	0.35%	56
2024 Q3	$662K	Buy	32,970 +9,167	+39%	+$184K	0.32%	57
2024 Q2	$454K	Buy	23,803 +13,780	+137%	+$268K	0.23%	71
2024 Q1	$186K	Buy	+10,023	New	+$193K	0.1%	128
2023 Q3	–	Sell	-10,570	Closed	-$212K	–	134
2023 Q2	$212K	Sell	10,570 -8,855	-46%	-$172K	0.21%	100
2023 Q1	$371K	Sell	19,425 -181	-0.9%	-$3.82K	0.37%	66
2022 Q4	$441K	Buy	+19,606	New	+$386K	0.48%	52