Coastal Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 2,617 shares of XLU stock, worth $206,088. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,617

Previous 3,135 16.52%

Holding current value

$206,088

Previous $253,000 21.74%

% of portfolio

0.08%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$74.89 - $82.93 $38,793 - $42,957	-518 Reduced 16.52%	2,617 $198,000
Q3 2024 Oct 29, 2024	SELL	$67.67 - $80.78 $1.23 Million - $1.46 Million	-18,128 Reduced 85.26%	3,135 $253,000
Q2 2024 Jul 15, 2024	BUY	$62.77 - $72.87 $652,180 - $757,119	10,390 Added 95.56%	21,263 $1.45 Million
Q1 2024 Apr 19, 2024	SELL	$59.95 - $65.65 $387,996 - $424,886	-6,472 Reduced 37.31%	10,873 $713,000
Q4 2023 Jan 19, 2024	BUY	$56.19 - $65.96 $431,033 - $505,979	7,671 Added 79.3%	17,345 $1.1 Million
Q3 2023 Oct 20, 2023	BUY	$58.83 - $68.46 $23,708 - $27,589	403 Added 4.35%	9,674 $570,000
Q2 2023 Aug 09, 2023	BUY	$64.34 - $69.97 $29,403 - $31,976	457 Added 5.18%	9,271 $606,000
Q1 2023 May 05, 2023	BUY	$63.7 - $72.08 $69,114 - $78,206	1,085 Added 14.04%	8,814 $596,000
Q4 2022 Feb 10, 2023	SELL	$61.52 - $72.67 $29,898 - $35,317	-486 Reduced 5.92%	7,729 $544,000
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $32,427 - $38,669	495 Added 6.41%	8,215 $538,000
Q2 2022 Aug 09, 2022	SELL	$64.87 - $76.96 $149,525 - $177,392	-2,305 Reduced 22.99%	7,720 $555,000
Q1 2022 Apr 13, 2022	BUY	$65.03 - $74.54 $154,251 - $176,808	2,372 Added 30.99%	10,025 $746,000
Q4 2021 Jan 18, 2022	BUY	$63.88 - $71.58 $50,912 - $57,049	797 Added 11.62%	7,653 $548,000
Q3 2021 Oct 18, 2021	SELL	$63.56 - $70.07 $2,097 - $2,312	-33 Reduced 0.48%	6,856 $438,000
Q2 2021 Jul 15, 2021	BUY	$63.23 - $67.72 $9,863 - $10,564	156 Added 2.32%	6,889 $436,000
Q1 2021 Apr 12, 2021	BUY	$58.36 - $64.15 $25,736 - $28,290	441 Added 7.01%	6,733 $431,000
Q4 2020 Jan 13, 2021	BUY	$59.98 - $66.76 $48,403 - $53,875	807 Added 14.71%	6,292 $395,000
Q3 2020 Oct 23, 2020	BUY	$56.7 - $61.49 $13,608 - $14,757	240 Added 4.58%	5,485 $326,000
Q2 2020 Jul 16, 2020	BUY	$51.79 - $62.83 $83,122 - $100,842	1,605 Added 44.09%	5,245 $296,000
Q1 2020 Apr 23, 2020	BUY	$44.93 - $70.98 $8,222 - $12,989	183 Added 5.29%	3,640 $202,000
Q4 2019 Feb 05, 2020	BUY	$61.37 - $64.82 $32,096 - $33,900	523 Added 17.83%	3,457 $221,000
Q3 2019 Oct 18, 2019	SELL	$62.5 - $64.93 $14,250 - $14,804	-228 Reduced 7.21%	2,934 $190,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,676 Added 112.79%	3,162 $188,000
Q1 2019 May 15, 2019	BUY	N/A	1,486 New	1,486 $87,000

Others Institutions Holding XLU

# of Institutions

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Utilities Sector Spdr Transaction History