Allworth 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 | $1.13M | Buy |
3,224
+811
| +34% | +$284K | 0.01% | 602 |
|
|
2025
Q1 | $492K | Buy |
2,413
+148
| +7% | +$30.2K | ﹤0.01% | 684 |
|
|
2024
Q4 | $670K | Buy |
2,265
+90
| +4% | +$26.6K | ﹤0.01% | 615 |
|
|
2024
Q3 | $388K | Buy |
2,175
+30
| +1% | +$5.35K | ﹤0.01% | 641 |
|
|
2024
Q2 | $553K | Sell |
2,145
-186
| -8% | -$47.9K | ﹤0.01% | 553 |
|
|
2024
Q1 | $618K | Sell |
2,331
-176
| -7% | -$46.7K | ﹤0.01% | 501 |
|
|
2023
Q4 | $436K | Buy |
2,507
+182
| +8% | +$31.7K | ﹤0.01% | 547 |
|
|
2023
Q3 | $175K | Hold |
2,325
| – | – | ﹤0.01% | 725 |
|
|
2023
Q2 | $166K | Sell |
2,325
-69
| -3% | -$4.94K | ﹤0.01% | 745 |
|
|
2023
Q1 | $162K | Sell |
2,394
-82
| -3% | -$5.54K | ﹤0.01% | 696 |
|
|
2022
Q4 | $87.6K | Buy |
2,476
+433
| +21% | +$15.3K | ﹤0.01% | 853 |
|
|
2022
Q3 | $132K | Buy |
2,043
+73
| +4% | +$4.72K | ﹤0.01% | 695 |
|
|
2022
Q2 | $93K | Sell |
1,970
-143
| -7% | -$6.75K | ﹤0.01% | 736 |
|
|
2022
Q1 | $401K | Sell |
2,113
-78
| -4% | -$14.8K | 0.01% | 430 |
|
|
2021
Q4 | $553K | Buy |
2,191
+19
| +0.9% | +$4.8K | 0.01% | 359 |
|
|
2021
Q3 | $494K | Buy |
2,172
+605
| +39% | +$138K | 0.01% | 330 |
|
|
2021
Q2 | $397K | Buy |
+1,567
| New | +$397K | 0.01% | 286 |
|