Capital Advisors Inc’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
+904
| New | +$317K | 0.01% | 252 |
|
|
2025
Q1 | – | Sell |
-899
| Closed | -$223K | – | 315 |
|
|
2024
Q4 | $223K | Buy |
+899
| New | +$223K | ﹤0.01% | 286 |
|
|
2024
Q3 | – | Sell |
-904
| Closed | -$201K | – | 297 |
|
|
2024
Q2 | $201K | Buy |
904
+5
| +0.6% | +$1.11K | ﹤0.01% | 298 |
|
|
2024
Q1 | $238K | Buy |
+899
| New | +$238K | 0.01% | 274 |
|
|
2022
Q1 | – | Sell |
-946
| Closed | -$239K | – | 263 |
|
|
2021
Q4 | $239K | Sell |
946
-135
| -12% | -$34.1K | 0.01% | 224 |
|
|
2021
Q3 | $246K | Hold |
1,081
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $274K | Buy |
+1,081
| New | +$274K | 0.01% | 207 |
|