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 $204,073. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,617

Previous 3,135 16.52%

Holding current value

$204,073

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

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Utilities Sector Spdr Transaction History