B. Riley Wealth Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
+2,959
| New | +$1.04M | 0.05% | 337 |
|
|
2024
Q4 | $811K | Sell |
3,265
-584
| -15% | -$145K | 0.03% | 522 |
|
|
2024
Q3 | $669K | Sell |
3,849
-2,236
| -37% | -$389K | 0.02% | 632 |
|
|
2024
Q2 | $1.35M | Buy |
6,085
+635
| +12% | +$141K | 0.03% | 444 |
|
|
2024
Q1 | $409K | Sell |
5,450
-3,218
| -37% | -$242K | 0.01% | 899 |
|
|
2023
Q4 | $1.51M | Buy |
8,668
+3,218
| +59% | +$560K | 0.04% | 423 |
|
|
2023
Q3 | $409K | Sell |
5,450
-170
| -3% | -$12.8K | 0.01% | 899 |
|
|
2023
Q2 | $402K | Sell |
5,620
-652
| -10% | -$46.7K | 0.01% | 969 |
|
|
2023
Q1 | $424K | Sell |
6,272
-291
| -4% | -$19.7K | 0.01% | 881 |
|
|
2022
Q4 | $232K | Sell |
6,563
-1,957
| -23% | -$69.3K | 0.01% | 1171 |
|
|
2022
Q3 | $550K | Buy |
8,520
+353
| +4% | +$22.8K | 0.02% | 714 |
|
|
2022
Q2 | $385K | Sell |
8,167
-1,168
| -13% | -$55.1K | 0.02% | 763 |
|
|
2022
Q1 | $1.77M | Sell |
9,335
-14,333
| -61% | -$2.72M | 0.06% | 329 |
|
|
2021
Q4 | $5.97M | Buy |
23,668
+15,602
| +193% | +$3.94M | 0.17% | 124 |
|
|
2021
Q3 | $1.84M | Buy |
8,066
+20
| +0.2% | +$4.56K | 0.06% | 359 |
|
|
2021
Q2 | $2.04M | Buy |
+8,046
| New | +$2.04M | 0.07% | 328 |
|