Cetera Investment Advisers’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6M	Sell	95,306 -14,739	-13%	-$2.9M	0.02%	770
2025 Q4	$24.9M	Buy	110,045 +7,286	+7%	+$2.17M	0.03%	570
2025 Q3	$34.7M	Buy	102,759 +48,755	+90%	+$16.5M	0.04%	444
2025 Q2	$18.9M	Sell	54,004 -14,270	-21%	-$3.34M	0.03%	540
2025 Q1	$11.8M	Buy	68,274 +30,569	+81%	+$7.4M	0.02%	690
2024 Q4	$9.36M	Buy	37,705 +2,165	+6%	+$550K	0.02%	732
2024 Q3	$6.33M	Buy	35,540 +7,234	+26%	+$1.45M	0.01%	892
2024 Q2	$6.29M	Buy	28,306 +2,371	+9%	+$546K	0.01%	880
2024 Q1	$6.88M	Buy	25,935 +19,508	+304%	+$3.51M	0.02%	818
2023 Q4	$1.12M	Sell	6,427 -719	-10%	-$78.5K	0.01%	1048
2023 Q3	$537K	Sell	7,146 -811	-10%	-$68.4K	﹤0.01%	1380
2023 Q2	$569K	Buy	7,957 +627	+9%	+$37.4K	﹤0.01%	1376
2023 Q1	$495K	Buy	7,330 +420	+6%	+$25.1K	﹤0.01%	1441
2022 Q4	$245K	Buy	6,910 +1,423	+26%	+$75K	﹤0.01%	1784
2022 Q3	$354K	Sell	5,487 -2,835	-34%	-$198K	0.01%	1175
2022 Q2	$391K	Sell	8,322 -2,132	-20%	-$203K	0.01%	1252
2022 Q1	$1.99M	Buy	10,454 +1,673	+19%	+$327K	0.03%	564
2021 Q4	$2.22M	Buy	8,781 +28	+0.3%	+$8.14K	0.03%	521
2021 Q3	$1.99M	Buy	8,753 +1,678	+24%	+$413K	0.03%	521
2021 Q2	$1.79M	Buy	+7,075	New	+$1.84M	0.03%	549