Transamerica Financial Advisors’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	$82.7K	Buy	3,775 +1,170	+45%	+$26.6K	0.01%	563
2025 Q4	$60.1K	Buy	2,605 +150	+6%	+$3.27K	0.01%	517
2025 Q3	$51.3K	Buy	+2,455	New	+$50.9K	﹤0.01%	482
2016 Q2	–	Sell	-869	Closed	-$36K	–	597
2016 Q1	$36K	Buy	869 +725	+503%	+$28.4K	﹤0.01%	413
2015 Q4	$6K	Hold	144	–	–	﹤0.01%	659
2015 Q3	$6K	Sell	144 -250	-63%	-$9.99K	﹤0.01%	640
2015 Q2	$15K	Hold	394	–	–	﹤0.01%	585
2015 Q1	$17K	Sell	394 -153	-28%	-$6.51K	﹤0.01%	561
2014 Q4	$24K	Sell	547 -50	-8%	-$2.26K	﹤0.01%	418
2014 Q3	$26K	Buy	597 +153	+34%	+$6.99K	﹤0.01%	392
2014 Q2	$21K	Sell	444 -566	-56%	-$26.1K	﹤0.01%	443
2014 Q1	$45K	Hold	1,010	–	–	﹤0.01%	354
2013 Q4	$41K	Sell	1,010 -187	-16%	-$8.12K	﹤0.01%	358
2013 Q3	$56K	Sell	1,197 -5,749	-83%	-$271K	0.01%	318
2013 Q2	$350K	Buy	+6,946	New	+$406K	0.06%	140