WMG 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 | $357K | Hold |
18,975
| – | – | 0.13% | 109 |
|
|
2025
Q1 | $385K | Sell |
18,975
-688
| -3% | -$14K | 0.16% | 87 |
|
|
2024
Q4 | $360K | Sell |
19,663
-128
| -0.6% | -$2.34K | 0.15% | 97 |
|
|
2024
Q3 | $397K | Buy |
19,791
+146
| +0.7% | +$2.93K | 0.18% | 80 |
|
|
2024
Q2 | $374K | Sell |
19,645
-2,679
| -12% | -$51.1K | 0.2% | 75 |
|
|
2024
Q1 | $440K | Buy |
22,324
+20
| +0.1% | +$394 | 0.25% | 69 |
|
|
2023
Q4 | $432K | Buy |
22,304
+1,475
| +7% | +$28.6K | 0.28% | 66 |
|
|
2023
Q3 | $392K | Buy |
20,829
+867
| +4% | +$16.3K | 0.33% | 62 |
|
|
2023
Q2 | $399K | Buy |
19,962
+7,419
| +59% | +$148K | 0.29% | 70 |
|
|
2023
Q1 | $381K | Sell |
12,543
-7,231
| -37% | -$220K | 0.32% | 62 |
|
|
2022
Q4 | $417K | Buy |
+19,774
| New | +$417K | 0.35% | 69 |
|
|
2022
Q3 | – | Sell |
-2,883
| Closed | -$69K | – | 147 |
|
|
2022
Q2 | $69K | Hold |
2,883
| – | – | 0.06% | 137 |
|
|
2022
Q1 | $81K | Hold |
2,883
| – | – | 0.06% | 169 |
|
|
2021
Q4 | $90K | Buy |
+2,883
| New | +$90K | 0.07% | 172 |
|