CAPTRUST Financial 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 | $2.53M | Buy |
7,232
+3,164
| +78% | +$1.11M | 0.01% | 873 |
|
|
2025
Q1 | $701K | Sell |
4,068
-255
| -6% | -$43.9K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $1.07M | Buy |
4,323
+125
| +3% | +$31K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $748K | Sell |
4,198
-447
| -10% | -$79.6K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $1.03M | Buy |
4,645
+733
| +19% | +$163K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $1.04M | Sell |
3,912
-7,976
| -67% | -$2.11M | ﹤0.01% | 1106 |
|
|
2023
Q4 | $2.07M | Sell |
11,888
-46
| -0.4% | -$8K | 0.01% | 892 |
|
|
2023
Q3 | $896K | Sell |
11,934
-1,063
| -8% | -$79.8K | ﹤0.01% | 1270 |
|
|
2023
Q2 | $930K | Buy |
12,997
+908
| +8% | +$65K | ﹤0.01% | 1251 |
|
|
2023
Q1 | $817K | Buy |
12,089
+3,365
| +39% | +$227K | ﹤0.01% | 1136 |
|
|
2022
Q4 | $309K | Sell |
8,724
-1,837
| -17% | -$65K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $681K | Buy |
10,561
+3,638
| +53% | +$235K | ﹤0.01% | 1100 |
|
|
2022
Q2 | $326K | Buy |
6,923
+3,659
| +112% | +$172K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $620K | Buy |
3,264
+495
| +18% | +$94K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $699K | Buy |
2,769
+24
| +0.9% | +$6.06K | ﹤0.01% | 966 |
|
|
2021
Q3 | $624K | Buy |
2,745
+147
| +6% | +$33.4K | 0.01% | 939 |
|
|
2021
Q2 | $658K | Buy |
+2,598
| New | +$658K | 0.01% | 884 |
|