WA
WealthTrust Axiom’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
32,265
+5,262
| +19% | +$99K | 0.18% | 117 |
|
|
2025
Q1 | $548K | Sell |
27,003
-16,790
| -38% | -$341K | 0.17% | 120 |
|
|
2024
Q4 | $801K | Sell |
43,793
-1,200
| -3% | -$22K | 0.24% | 92 |
|
|
2024
Q3 | $903K | Buy |
44,993
+4,952
| +12% | +$99.4K | 0.27% | 86 |
|
|
2024
Q2 | $763K | Buy |
40,041
+12
| +0% | +$229 | 0.25% | 88 |
|
|
2024
Q1 | $788K | Buy |
40,029
+5,137
| +15% | +$101K | 0.25% | 89 |
|
|
2023
Q4 | $676K | Buy |
34,892
+131
| +0.4% | +$2.54K | 0.23% | 96 |
|
|
2023
Q3 | $654K | Sell |
34,761
-315
| -0.9% | -$5.93K | 0.24% | 91 |
|
|
2023
Q2 | $702K | Sell |
35,076
-182
| -0.5% | -$3.64K | 0.23% | 93 |
|
|
2023
Q1 | $674K | Buy |
35,258
+1,768
| +5% | +$33.8K | 0.23% | 98 |
|
|
2022
Q4 | $706K | Sell |
33,490
-2,154
| -6% | -$45.4K | 0.25% | 88 |
|
|
2022
Q3 | $611K | Sell |
35,644
-104,893
| -75% | -$1.8M | 0.23% | 92 |
|
|
2022
Q2 | $830K | Sell |
140,537
-40,940
| -23% | -$242K | 0.3% | 76 |
|
|
2022
Q1 | $1.28M | Buy |
181,477
+2,047
| +1% | +$14.4K | 0.4% | 61 |
|
|
2021
Q4 | $1.4M | Buy |
179,430
+3,951
| +2% | +$30.9K | 0.45% | 55 |
|
|
2021
Q3 | $1.48M | Buy |
175,479
+7,422
| +4% | +$62.5K | 0.5% | 49 |
|
|
2021
Q2 | $1.49M | Buy |
168,057
+2,058
| +1% | +$18.3K | 0.48% | 52 |
|
|
2021
Q1 | $1.43M | Sell |
165,999
-5,323
| -3% | -$45.8K | 0.48% | 54 |
|
|
2020
Q4 | $1.45M | Buy |
171,322
+4,645
| +3% | +$39.2K | 0.53% | 48 |
|
|
2020
Q3 | $1.19M | Buy |
166,677
+4,635
| +3% | +$33K | 0.51% | 48 |
|
|
2020
Q2 | $1.06M | Buy |
162,042
+5,562
| +4% | +$36.5K | 0.47% | 53 |
|
|
2020
Q1 | $793K | Buy |
156,480
+2,409
| +2% | +$12.2K | 0.39% | 62 |
|
|
2019
Q4 | $1.45M | Sell |
154,071
-459
| -0.3% | -$4.32K | 0.49% | 54 |
|
|
2019
Q3 | $1.36M | Sell |
154,530
-1,964
| -1% | -$17.3K | 0.48% | 56 |
|
|
2019
Q2 | $1.43M | Buy |
156,494
+15,271
| +11% | +$139K | 0.5% | 57 |
|
|
2019
Q1 | $1.41M | Sell |
141,223
-143
| -0.1% | -$1.43K | 0.5% | 55 |
|
|
2018
Q4 | $1.39M | Buy |
141,366
+3,010
| +2% | +$29.6K | 0.57% | 50 |
|
|
2018
Q3 | $1.42M | Buy |
138,356
+15,064
| +12% | +$154K | 0.48% | 57 |
|
|
2018
Q2 | $1.27M | Buy |
123,292
+12,610
| +11% | +$130K | 0.45% | 58 |
|
|
2018
Q1 | $1.15M | Buy |
110,682
+11,434
| +12% | +$119K | 0.42% | 63 |
|
|
2017
Q4 | $1.18M | Buy |
99,248
+6,730
| +7% | +$80K | 0.44% | 66 |
|
|
2017
Q3 | $1.13M | Sell |
92,518
-1,471
| -2% | -$17.9K | 0.43% | 63 |
|
|
2017
Q2 | $1.13M | Sell |
93,989
-3,247
| -3% | -$39.1K | 0.42% | 66 |
|
|
2017
Q1 | $1.08M | Buy |
97,236
+1,557
| +2% | +$17.3K | 0.4% | 70 |
|
|
2016
Q4 | $953K | Sell |
95,679
-3,952
| -4% | -$39.4K | 0.35% | 74 |
|
|
2016
Q3 | $1.05M | Buy |
99,631
+1,750
| +2% | +$18.4K | 0.39% | 75 |
|
|
2016
Q2 | $1.08M | Buy |
97,881
+3,471
| +4% | +$38.4K | 0.42% | 63 |
|
|
2016
Q1 | $968K | Sell |
94,410
-1,869
| -2% | -$19.2K | 0.38% | 68 |
|
|
2015
Q4 | $903K | Sell |
96,279
-2,223
| -2% | -$20.8K | 0.36% | 73 |
|
|
2015
Q3 | $972K | Buy |
98,502
+7,515
| +8% | +$74.2K | 0.4% | 69 |
|
|
2015
Q2 | $836K | Buy |
90,987
+3,701
| +4% | +$34K | 0.31% | 75 |
|
|
2015
Q1 | $907K | Sell |
87,286
-1,391
| -2% | -$14.5K | 0.32% | 72 |
|
|
2014
Q4 | $958K | Sell |
88,677
-5,484
| -6% | -$59.2K | 0.34% | 69 |
|
|
2014
Q3 | $1.01M | Sell |
94,161
-1,417
| -1% | -$15.1K | 0.36% | 71 |
|
|
2014
Q2 | $1.09M | Sell |
95,578
-275
| -0.3% | -$3.14K | 0.37% | 65 |
|
|
2014
Q1 | $1.05M | Buy |
95,853
+11,553
| +14% | +$127K | 0.38% | 62 |
|
|
2013
Q4 | $840K | Buy |
84,300
+4,022
| +5% | +$40.1K | 0.32% | 67 |
|
|
2013
Q3 | $929K | Buy |
80,278
+28,310
| +54% | +$328K | 0.38% | 62 |
|
|
2013
Q2 | $653K | Buy |
+51,968
| New | +$653K | 0.28% | 74 |
|