Summit Trail 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
Q2 | $276K | Buy |
+14,171
| New | +$276K | ﹤0.01% | 959 |
|
|
2024
Q4 | – | Sell |
-11,975
| Closed | -$253K | – | 635 |
|
|
2024
Q3 | $253K | Sell |
11,975
-2,518
| -17% | -$53.1K | 0.01% | 599 |
|
|
2024
Q2 | $286K | Buy |
+14,493
| New | +$286K | 0.01% | 507 |
|
|
2018
Q1 | – | Sell |
-315
| Closed | -$14K | – | 1241 |
|
|
2017
Q4 | $14K | Buy |
+315
| New | +$14K | ﹤0.01% | 1135 |
|