Venturi Wealth Management’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
Q1 | – | Sell |
-1,168
| Closed | -$21.4K | – | 1391 |
|
|
2024
Q4 | $21.4K | Buy |
1,168
+257
| +28% | +$4.7K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $18.3K | Buy |
911
+50
| +6% | +$1K | ﹤0.01% | 1037 |
|
|
2024
Q2 | $16.4K | Hold |
861
| – | – | ﹤0.01% | 984 |
|
|
2024
Q1 | $17K | Buy |
861
+9
| +1% | +$177 | ﹤0.01% | 782 |
|
|
2023
Q4 | $16.5K | Sell |
852
-19,705
| -96% | -$382K | ﹤0.01% | 754 |
|
|
2023
Q3 | $387K | Buy |
20,557
+7,927
| +63% | +$149K | 0.03% | 264 |
|
|
2023
Q2 | $253K | Buy |
12,630
+11,890
| +1,607% | +$238K | 0.02% | 276 |
|
|
2023
Q1 | $14.1K | Buy |
+740
| New | +$14.1K | ﹤0.01% | 657 |
|