Chicago Partners Investment Group’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
1,092
+59
+6% +$23.5K 0.01% 657
2025
Q1
$203K Sell
1,033
-123
-11% -$24.2K 0.01% 866
2024
Q4
$301K Buy
+1,156
New +$301K 0.01% 655
2024
Q2
Sell
-985
Closed -$233K 749
2024
Q1
$233K Buy
+985
New +$233K 0.01% 646
2022
Q1
Sell
-1,885
Closed -$368K 573
2021
Q4
$368K Buy
1,885
+959
+104% +$187K 0.03% 396
2021
Q3
$311K Buy
+926
New +$311K 0.02% 434