Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
+10,008
| New | +$189K | ﹤0.01% | 713 |
|
|
2023
Q2 | – | Sell |
-21,967
| Closed | -$420K | – | 627 |
|
|
2023
Q1 | $420K | Buy |
+21,967
| New | +$420K | 0.02% | 366 |
|
|
2022
Q4 | – | Sell |
-22,139
| Closed | -$380K | – | 566 |
|
|
2022
Q3 | $380K | Buy |
+22,139
| New | +$380K | 0.02% | 293 |
|
|
2022
Q2 | – | Sell |
-3,250
| Closed | -$92K | – | 556 |
|
|
2022
Q1 | $92K | Buy |
+3,250
| New | +$92K | ﹤0.01% | 547 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$17K | – | 1255 |
|
|
2021
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 1155 |
|
|
2020
Q4 | $17K | Sell |
500
-1,800
| -78% | -$61.2K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $66K | Buy |
2,300
+1,231
| +115% | +$35.3K | 0.01% | 554 |
|
|
2020
Q2 | $28K | Buy |
1,069
+106
| +11% | +$2.78K | ﹤0.01% | 894 |
|
|
2020
Q1 | $23K | Buy |
963
+250
| +35% | +$5.97K | ﹤0.01% | 828 |
|
|
2019
Q4 | $27K | Hold |
713
| – | – | ﹤0.01% | 837 |
|
|
2019
Q3 | $25K | Buy |
713
+88
| +14% | +$3.09K | ﹤0.01% | 776 |
|
|
2019
Q2 | $23K | Buy |
625
+250
| +67% | +$9.2K | ﹤0.01% | 805 |
|
|
2019
Q1 | $15K | Hold |
375
| – | – | ﹤0.01% | 852 |
|
|
2018
Q4 | $15K | Sell |
375
-23
| -6% | -$920 | ﹤0.01% | 778 |
|
|
2018
Q3 | $16K | Hold |
398
| – | – | ﹤0.01% | 835 |
|
|
2018
Q2 | $17K | Buy |
398
+23
| +6% | +$982 | ﹤0.01% | 804 |
|
|
2018
Q1 | $16K | Buy |
375
+250
| +200% | +$10.7K | ﹤0.01% | 788 |
|
|
2017
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 971 |
|
|
2017
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 828 |
|