Coastal Investment Advisors, Inc. Financial Sector Spdr Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 61,161 shares of XLF stock, worth $3 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

61,161

Previous 93,654 34.69%

Holding current value

$3 Million

Previous $3.85 Million 28.03%

% of portfolio

1.31%

Previous 0.76%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$40.84 - $45.74 $1.33 Million - $1.49 Million	-32,493 Reduced 34.69%	61,161 $2.77 Million
Q2 2024 Jul 15, 2024	SELL	$39.59 - $42.49 $299,933 - $321,904	-7,576 Reduced 7.48%	93,654 $3.85 Million
Q1 2024 Apr 19, 2024	BUY	$37.27 - $42.12 $813,529 - $919,395	21,828 Added 27.49%	101,230 $4.26 Million
Q4 2023 Jan 19, 2024	BUY	$31.45 - $37.72 $1.01 Million - $1.21 Million	32,080 Added 67.79%	79,402 $2.99 Million
Q3 2023 Oct 20, 2023	BUY	$33.17 - $35.6 $8,358 - $8,971	252 Added 0.54%	47,322 $1.57 Million
Q2 2023 Aug 09, 2023	SELL	$31.55 - $33.71 $117,555 - $125,603	-3,726 Reduced 7.34%	47,070 $1.59 Million
Q1 2023 May 05, 2023	SELL	$30.98 - $37.0 $34,418 - $41,107	-1,111 Reduced 2.14%	50,796 $1.63 Million
Q4 2022 Feb 10, 2023	BUY	$30.29 - $36.31 $13,842 - $16,593	457 Added 0.89%	51,907 $1.78 Million
Q3 2022 Oct 27, 2022	SELL	$30.36 - $35.81 $12,538 - $14,789	-413 Reduced 0.8%	51,450 $1.56 Million
Q2 2022 Aug 09, 2022	SELL	$30.84 - $38.22 $17,424 - $21,594	-565 Reduced 1.08%	51,863 $1.65 Million
Q1 2022 Apr 13, 2022	BUY	$35.66 - $41.42 $80,270 - $93,236	2,251 Added 4.49%	52,428 $2.01 Million
Q4 2021 Jan 18, 2022	BUY	$37.54 - $40.62 $73,803 - $79,858	1,966 Added 4.08%	50,177 $1.96 Million
Q3 2021 Oct 18, 2021	BUY	$35.11 - $39.0 $87,178 - $96,837	2,483 Added 5.43%	48,211 $1.81 Million
Q2 2021 Jul 15, 2021	BUY	$34.47 - $38.47 $120,369 - $134,337	3,492 Added 8.27%	45,728 $1.68 Million
Q1 2021 Apr 12, 2021	BUY	$28.95 - $34.77 $33,900 - $40,715	1,171 Added 2.85%	42,236 $1.44 Million
Q4 2020 Jan 13, 2021	SELL	$23.61 - $29.48 $27,765 - $34,668	-1,176 Reduced 2.78%	41,065 $1.21 Million
Q3 2020 Oct 23, 2020	BUY	$22.68 - $25.49 $45,700 - $51,362	2,015 Added 5.01%	42,241 $1.02 Million
Q2 2020 Jul 16, 2020	BUY	$19.55 - $26.74 $204,571 - $279,807	10,464 Added 35.16%	40,226 $931,000
Q1 2020 Apr 23, 2020	BUY	$17.66 - $31.17 $121,589 - $214,605	6,885 Added 30.1%	29,762 $620,000
Q4 2019 Feb 05, 2020	SELL	$26.78 - $30.94 $536,135 - $619,418	-20,020 Reduced 46.67%	22,877 $692,000
Q3 2019 Oct 18, 2019	BUY	$27.86 - $28.52 $27,191 - $27,835	976 Added 2.33%	42,897 $1.2 Million
Q2 2019 Aug 01, 2019	BUY	N/A	3,183 Added 8.22%	41,921 $1.16 Million
Q1 2019 May 15, 2019	BUY	N/A	38,738 New	38,738 $999,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Financial Sector Spdr Transaction History