CFG
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Carter Financial Group’s Coinbase COIN Stock Holding History

Carter Financial Group’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$563K Buy
+1,606
New +$563K 0.37% 50
2022
Q1 		$219K Buy
+1,153
New +$219K 0.29% 52