Waverly 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 | $2.54M | Sell |
134,940
-5,523
| -4% | -$104K | 0.03% | 445 |
|
|
2025
Q1 | $2.85M | Sell |
140,463
-3
| -0% | -$61 | 0.03% | 404 |
|
|
2024
Q4 | $2.57M | Buy |
+140,466
| New | +$2.57M | 0.04% | 333 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 300 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 443 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 385 |
|
|
2015
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 398 |
|
|
2014
Q4 | – | Sell |
-470
| Closed | -$20K | – | 587 |
|
|
2014
Q3 | $20K | Hold |
470
| – | – | 0.01% | 334 |
|
|
2014
Q2 | $21K | Hold |
470
| – | – | 0.01% | 327 |
|
|
2014
Q1 | $21K | Sell |
470
-5,780
| -92% | -$258K | 0.01% | 309 |
|
|
2013
Q4 | $249K | Buy |
6,250
+5,333
| +582% | +$212K | 0.09% | 130 |
|
|
2013
Q3 | $42K | Sell |
917
-6,209
| -87% | -$284K | 0.02% | 274 |
|
|
2013
Q2 | $358K | Buy |
+7,126
| New | +$358K | 0.21% | 60 |
|