Beacon Pointe 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
$1.54M Buy
4,396
+500
+13% +$175K 0.02% 538
2025
Q1
$671K Sell
3,896
-2,303
-37% -$397K 0.01% 743
2024
Q4
$1.54M Sell
6,199
-857
-12% -$213K 0.02% 525
2024
Q3
$1.26M Sell
7,056
-209
-3% -$37.2K 0.01% 567
2024
Q2
$1.61M Sell
7,265
-91
-1% -$20.2K 0.02% 524
2024
Q1
$1.95M Sell
7,356
-1,158
-14% -$307K 0.02% 503
2023
Q4
$1.48M Buy
8,514
+1,850
+28% +$322K 0.02% 553
2023
Q3
$500K Buy
6,664
+411
+7% +$30.9K 0.01% 870
2023
Q2
$447K Sell
6,253
-314
-5% -$22.5K 0.01% 741
2023
Q1
$444K Buy
6,567
+387
+6% +$26.2K 0.01% 804
2022
Q4
$219K Buy
6,180
+2,487
+67% +$88K ﹤0.01% 968
2022
Q3
$237K Buy
+3,693
New +$237K 0.01% 870
2022
Q2
Sell
-10,458
Closed -$1.99M 1077
2022
Q1
$1.99M Buy
10,458
+7,362
+238% +$1.4M 0.03% 449
2021
Q4
$781K Sell
3,096
-5,871
-65% -$1.48M 0.02% 437
2021
Q3
$2.04M Buy
8,967
+6,277
+233% +$1.43M 0.05% 282
2021
Q2
$681K Buy
+2,690
New +$681K 0.02% 410