Advisornet Financial’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
4,239
+578
+16% +$203K 0.1% 196
2025
Q1
$631K Buy
3,661
+192
+6% +$33.1K 0.05% 305
2024
Q4
$861K Buy
3,469
+68
+2% +$16.9K 0.07% 229
2024
Q3
$606K Buy
3,401
+313
+10% +$55.8K 0.05% 292
2024
Q2
$686K Buy
3,088
+5
+0.2% +$1.11K 0.06% 253
2024
Q1
$817K Buy
3,083
+33
+1% +$8.75K 0.08% 234
2023
Q4
$530K Buy
3,050
+33
+1% +$5.74K 0.05% 306
2023
Q3
$227K Sell
3,017
-5
-0.2% -$375 0.02% 431
2023
Q2
$216K Sell
3,022
-16
-0.5% -$1.15K 0.02% 462
2023
Q1
$205K Hold
3,038
0.02% 462
2022
Q4
$108K Buy
3,038
+189
+7% +$6.69K 0.01% 604
2022
Q3
$184K Sell
2,849
-1,519
-35% -$98.1K 0.02% 513
2022
Q2
$205K Buy
4,368
+1,887
+76% +$88.6K 0.02% 494
2022
Q1
$471K Buy
2,481
+611
+33% +$116K 0.03% 375
2021
Q4
$472K Buy
+1,870
New +$472K 0.03% 409