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 |
|