B. Riley Wealth Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$990K Sell
2025
Q2
$1.04M Buy
2024
Q4
$811K Sell
2024
Q3
$669K Sell
2024
Q2
$1.35M Buy
2024
Q1
$409K Sell
2023
Q4
$1.51M Buy
2023
Q3
$409K Sell
2023
Q2
$402K Sell
2023
Q1
$424K Sell
2022
Q4
$232K Sell
2022
Q3
$550K Buy
2022
Q2
$385K Sell
2022
Q1
$1.77M Sell
2021
Q4
$5.97M Buy
2021
Q3
$1.84M Buy
2021
Q2
$2.04M Buy