Coastal Investment Advisors, Inc. Closed Holding Positions

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Aug 09, 2022
20,100
$35.76 - $51.7 $719K - $1.04M
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Aug 09, 2022
605
$224.73 - $338.64 $136K - $205K
SCI
Service Corp International

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
3,611
$63.54 - $71.71 $229K - $259K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2022 Filed on Aug 09, 2022
16,141
$5.48 - $7.06 $88.5K - $114K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Aug 09, 2022
4,400
$82.54 - $104.28 $363K - $459K
VVR
Invesco Senior Income Trust

Financial Services
Q2 2022 Filed on Aug 09, 2022
21,939
$3.74 - $4.31 $82.1K - $94.6K
Blackrock Muniyield Calif Qu
Q2 2022 Filed on Aug 09, 2022
16,509
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2022 Filed on Aug 09, 2022
1,959
$47.98 - $60.79 $94K - $119K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2022 Filed on Aug 09, 2022
3,212
$59.0 - $74.73 $190K - $240K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Aug 09, 2022
386
$389.13 - $547.75 $150K - $211K
SWCH
Switch, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
6,526
$29.81 - $33.77 $195K - $220K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 09, 2022
1,594
$78.73 - $174.71 $125K - $278K
IRT
Independence Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 09, 2022
8,275
$20.5 - $28.15 $170K - $233K
OTLK
Outlook Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 09, 2022
11,000
$0.91 - $2.01 $10K - $22.1K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2022 Filed on Aug 09, 2022
2,282
$58.58 - $116.57 $134K - $266K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 09, 2022
2,836
$28.63 - $75.86 $81.2K - $215K
New Oriental Ed & Technology
Q2 2022 Filed on Aug 09, 2022
11,990
N/A
CARR
Carrier Global Corp

Industrials
Q2 2022 Filed on Aug 09, 2022
4,659
$34.41 - $46.04 $160K - $215K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2022 Filed on Aug 09, 2022
6,588
$25.93 - $42.92 $171K - $283K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
2,221
$56.81 - $112.28 $126K - $249K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
1,377
$89.08 - $177.02 $123K - $244K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on Apr 13, 2022
2,854
$68.8 - $83.58 $196K - $239K
IEP
Icahn Enterprises L.P.

Industrials
Q1 2022 Filed on Apr 13, 2022
4,241
$51.12 - $55.6 $217K - $236K
Delaware Invts Minn Mun Inco
Q1 2022 Filed on Apr 13, 2022
40,439
N/A
NSSC
Napco Security Technologies, Inc

Industrials
Q1 2022 Filed on Apr 13, 2022
4,335
$19.28 - $24.43 $83.6K - $106K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
828
$289.24 - $387.56 $239K - $321K
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on Apr 13, 2022
1,388
$128.19 - $163.16 $178K - $226K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 13, 2022
3,336
N/A
VIST
Vista Energy, S.A.B. De C.V.

Energy
Q1 2022 Filed on Apr 13, 2022
19,500
$5.35 - $9.22 $104K - $180K
NVAX
Novavax Inc

Healthcare
Q1 2022 Filed on Apr 13, 2022
1,775
$69.73 - $142.9 $124K - $254K
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on Apr 13, 2022
1,552
$142.78 - $195.24 $222K - $303K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on Apr 13, 2022
3,182
$86.35 - $116.02 $275K - $369K
ATFV
Alger ETF Tr 35 ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
10,144
$15.93 - $20.43 $162K - $207K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q1 2022 Filed on Apr 13, 2022
16,919
$12.2 - $14.76 $206K - $250K
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2022 Filed on Apr 13, 2022
10,700
$10.29 - $15.25 $110K - $163K
Nuveen Select Tax Free Incom
Q4 2021 Filed on Jan 18, 2022
57,968
N/A
Nuveen Select Tax Free Incom
Q4 2021 Filed on Jan 18, 2022
76,447
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2021 Filed on Jan 18, 2022
684
$292.75 - $351.35 $200K - $240K
FEN
First Trust Energy Income & Growth Fund

Financial Services
Q4 2021 Filed on Jan 18, 2022
14,636
$12.79 - $15.2 $187K - $222K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Jan 18, 2022
1,680
$117.86 - $161.31 $198K - $271K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
Q4 2021 Filed on Jan 18, 2022
11,000
$11.59 - $12.03 $127K - $132K
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
818
$189.51 - $279.32 $155K - $228K
MAXR
Maxar Technologies Inc.

Technology
Q4 2021 Filed on Jan 18, 2022
7,337
$26.07 - $33.34 $191K - $245K
Vpc Impact Acquisition Hldng
Q4 2021 Filed on Jan 18, 2022
12,200
N/A
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
680
$205.68 - $366.99 $140K - $250K
BASE
Couchbase, Inc.

Technology
Q4 2021 Filed on Jan 18, 2022
8,248
$22.14 - $46.49 $183K - $383K
General Electric CO
Q3 2021 Filed on Oct 18, 2021
16,688
N/A
MAIN
Main Street Capital Corp

Financial Services
Q3 2021 Filed on Oct 18, 2021
5,215
$40.2 - $42.81 $210K - $223K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
5,212
$34.9 - $50.9 $182K - $265K
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