United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,771
| Closed | -$206K | – | 1029 |
|
|
2022
Q4 | $206K | Sell |
9,771
-3,127
| -24% | -$65.9K | ﹤0.01% | 978 |
|
|
2022
Q3 | $221K | Sell |
12,898
-4,656
| -27% | -$79.8K | ﹤0.01% | 986 |
|
|
2022
Q2 | $415K | Sell |
17,554
-1,816
| -9% | -$42.9K | ﹤0.01% | 839 |
|
|
2022
Q1 | $545K | Buy |
19,370
+1,743
| +10% | +$49K | ﹤0.01% | 814 |
|
|
2021
Q4 | $551K | Buy |
17,627
+8,525
| +94% | +$266K | ﹤0.01% | 830 |
|
|
2021
Q3 | $307K | Buy |
9,102
+12
| +0.1% | +$405 | ﹤0.01% | 995 |
|
|
2021
Q2 | $323K | Sell |
9,090
-7,743
| -46% | -$275K | ﹤0.01% | 992 |
|
|
2021
Q1 | $579K | Sell |
16,833
-1,762
| -9% | -$60.6K | ﹤0.01% | 813 |
|
|
2020
Q4 | $629K | Buy |
18,595
+425
| +2% | +$14.4K | ﹤0.01% | 789 |
|
|
2020
Q3 | $517K | Sell |
18,170
-7,156
| -28% | -$204K | ﹤0.01% | 820 |
|
|
2020
Q2 | $665K | Sell |
25,326
-1,348
| -5% | -$35.4K | ﹤0.01% | 764 |
|
|
2020
Q1 | $541K | Sell |
26,674
-1,212
| -4% | -$24.6K | ﹤0.01% | 783 |
|
|
2019
Q4 | $1.05M | Sell |
27,886
-6,792
| -20% | -$256K | 0.01% | 762 |
|
|
2019
Q3 | $1.22M | Sell |
34,678
-298
| -0.9% | -$10.5K | 0.01% | 685 |
|
|
2019
Q2 | $1.28M | Buy |
34,976
+9,897
| +39% | +$361K | 0.01% | 732 |
|
|
2019
Q1 | $1M | Buy |
25,079
+840
| +3% | +$33.6K | 0.01% | 769 |
|
|
2018
Q4 | $952K | Sell |
24,239
-3,749
| -13% | -$147K | 0.01% | 730 |
|
|
2018
Q3 | $1.15M | Buy |
27,988
+3,705
| +15% | +$152K | 0.01% | 743 |
|
|
2018
Q2 | $999K | Buy |
24,283
+1,785
| +8% | +$73.4K | 0.01% | 765 |
|
|
2018
Q1 | $939K | Buy |
22,498
+4,275
| +23% | +$178K | 0.01% | 790 |
|
|
2017
Q4 | $867K | Buy |
18,223
+7,134
| +64% | +$339K | 0.01% | 826 |
|
|
2017
Q3 | $541K | Sell |
11,089
-10,788
| -49% | -$526K | ﹤0.01% | 934 |
|
|
2017
Q2 | $1.05M | Buy |
21,877
+4,206
| +24% | +$203K | 0.01% | 749 |
|
|
2017
Q1 | $785K | Buy |
17,671
+1,576
| +10% | +$70K | 0.01% | 810 |
|
|
2016
Q4 | $642K | Buy |
16,095
+2,247
| +16% | +$89.6K | 0.01% | 864 |
|
|
2016
Q3 | $582K | Buy |
13,848
+6,776
| +96% | +$285K | 0.01% | 916 |
|
|
2016
Q2 | $311K | Buy |
7,072
+2,610
| +58% | +$115K | ﹤0.01% | 1027 |
|
|
2016
Q1 | $183K | Buy |
4,462
+1,471
| +49% | +$60.3K | ﹤0.01% | 1136 |
|
|
2015
Q4 | $112K | Sell |
2,991
-2,641
| -47% | -$98.9K | ﹤0.01% | 1168 |
|
|
2015
Q3 | $222K | Buy |
5,632
+1,327
| +31% | +$52.3K | ﹤0.01% | 1133 |
|
|
2015
Q2 | $158K | Buy |
4,305
+1,118
| +35% | +$41K | ﹤0.01% | 1204 |
|
|
2015
Q1 | $128K | Buy |
3,187
+681
| +27% | +$27.4K | ﹤0.01% | 1212 |
|
|
2014
Q4 | $108K | Sell |
2,506
-2,379
| -49% | -$103K | ﹤0.01% | 1135 |
|
|
2014
Q3 | $209K | Buy |
+4,885
| New | +$209K | ﹤0.01% | 1039 |
|
|
2014
Q2 | – | Sell |
-4,409
| Closed | -$193K | – | 886 |
|
|
2014
Q1 | $193K | Buy |
+4,409
| New | +$193K | ﹤0.01% | 876 |
|
|
2013
Q4 | – | Sell |
-62,288
| Closed | -$2.89M | – | 722 |
|
|
2013
Q3 | $2.89M | Sell |
62,288
-42,873
| -41% | -$1.99M | 0.09% | 210 |
|
|
2013
Q2 | $5.29M | Buy |
+105,161
| New | +$5.29M | 0.14% | 182 |
|