Commonwealth Equity Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.8M | Sell |
53,577
-1,140
| -2% | -$400K | 0.02% | 602 |
|
2025
Q1 | $9.42M | Sell |
54,717
-2,743
| -5% | -$472K | 0.01% | 899 |
|
2024
Q4 | $14.3M | Sell |
57,460
-25,051
| -30% | -$6.22M | 0.02% | 662 |
|
2024
Q3 | $14.7M | Sell |
82,511
-12,354
| -13% | -$2.2M | 0.02% | 650 |
|
2024
Q2 | $21.1M | Buy |
94,865
+3,694
| +4% | +$821K | 0.03% | 481 |
|
2024
Q1 | $24.2M | Buy |
91,171
+42,817
| +89% | +$11.4M | 0.04% | 430 |
|
2023
Q4 | $8.41M | Sell |
48,354
-3,101
| -6% | -$539K | 0.02% | 816 |
|
2023
Q3 | $3.86M | Sell |
51,455
-10,408
| -17% | -$781K | 0.01% | 1168 |
|
2023
Q2 | $4.43M | Sell |
61,863
-545
| -0.9% | -$39K | 0.01% | 1108 |
|
2023
Q1 | $4.22K | Sell |
62,408
-21,047
| -25% | -$1.42K | 0.01% | 1094 |
|
2022
Q4 | $2.95M | Buy |
83,455
+13,442
| +19% | +$476K | 0.01% | 1242 |
|
2022
Q3 | $4.52M | Sell |
70,013
-6,301
| -8% | -$406K | 0.01% | 941 |
|
2022
Q2 | $3.59M | Buy |
76,314
+14,456
| +23% | +$680K | 0.01% | 1076 |
|
2022
Q1 | $11.7M | Buy |
61,858
+7,900
| +15% | +$1.5M | 0.03% | 556 |
|
2021
Q4 | $13.6M | Buy |
53,958
+2,847
| +6% | +$718K | 0.03% | 490 |
|
2021
Q3 | $11.6M | Buy |
51,111
+9,006
| +21% | +$2.05M | 0.03% | 519 |
|
2021
Q2 | $10.7M | Buy |
+42,105
| New | +$10.7M | 0.03% | 535 |
|