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