Cetera Investment Advisers’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
54,004
-14,270
| -21% | -$5M | 0.03% | 540 |
|
|
2025
Q1 | $11.8M | Buy |
68,274
+30,569
| +81% | +$5.26M | 0.02% | 690 |
|
|
2024
Q4 | $9.36M | Buy |
37,705
+2,165
| +6% | +$538K | 0.02% | 732 |
|
|
2024
Q3 | $6.33M | Buy |
35,540
+7,234
| +26% | +$1.29M | 0.01% | 892 |
|
|
2024
Q2 | $6.29M | Buy |
28,306
+2,371
| +9% | +$527K | 0.01% | 880 |
|
|
2024
Q1 | $6.88M | Buy |
25,935
+19,508
| +304% | +$5.17M | 0.02% | 818 |
|
|
2023
Q4 | $1.12M | Sell |
6,427
-719
| -10% | -$125K | 0.01% | 1048 |
|
|
2023
Q3 | $537K | Sell |
7,146
-811
| -10% | -$60.9K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $569K | Buy |
7,957
+627
| +9% | +$44.9K | ﹤0.01% | 1376 |
|
|
2023
Q1 | $495K | Buy |
7,330
+420
| +6% | +$28.4K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $245K | Buy |
6,910
+1,423
| +26% | +$50.4K | ﹤0.01% | 1784 |
|
|
2022
Q3 | $354K | Sell |
5,487
-2,835
| -34% | -$183K | 0.01% | 1175 |
|
|
2022
Q2 | $391K | Sell |
8,322
-2,132
| -20% | -$100K | 0.01% | 1251 |
|
|
2022
Q1 | $1.99M | Buy |
10,454
+1,673
| +19% | +$318K | 0.03% | 564 |
|
|
2021
Q4 | $2.22M | Buy |
8,781
+28
| +0.3% | +$7.07K | 0.03% | 521 |
|
|
2021
Q3 | $1.99M | Buy |
8,753
+1,678
| +24% | +$382K | 0.03% | 521 |
|
|
2021
Q2 | $1.79M | Buy |
+7,075
| New | +$1.79M | 0.03% | 549 |
|