D.A. Davidson & Co’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
15,996
+1,239
| +8% | +$434K | 0.04% | 326 |
|
|
2025
Q1 | $2.54M | Buy |
14,757
+6,539
| +80% | +$1.13M | 0.02% | 508 |
|
|
2024
Q4 | $2.04M | Buy |
8,218
+2,324
| +39% | +$577K | 0.02% | 562 |
|
|
2024
Q3 | $1.05M | Buy |
5,894
+90
| +2% | +$16K | 0.01% | 751 |
|
|
2024
Q2 | $1.29M | Sell |
5,804
-127
| -2% | -$28.2K | 0.01% | 654 |
|
|
2024
Q1 | $1.57M | Buy |
5,931
+632
| +12% | +$168K | 0.01% | 594 |
|
|
2023
Q4 | $922K | Buy |
5,299
+566
| +12% | +$98.4K | 0.01% | 741 |
|
|
2023
Q3 | $355K | Buy |
4,733
+162
| +4% | +$12.2K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $327K | Buy |
4,571
+136
| +3% | +$9.73K | ﹤0.01% | 1067 |
|
|
2023
Q1 | $300K | Buy |
+4,435
| New | +$300K | ﹤0.01% | 1079 |
|
|
2022
Q4 | – | Sell |
-8,232
| Closed | -$531K | – | 1310 |
|
|
2022
Q3 | $531K | Sell |
8,232
-2,108
| -20% | -$136K | 0.01% | 796 |
|
|
2022
Q2 | $486K | Sell |
10,340
-215
| -2% | -$10.1K | 0.01% | 834 |
|
|
2022
Q1 | $2M | Sell |
10,555
-1,593
| -13% | -$302K | 0.02% | 458 |
|
|
2021
Q4 | $3.07M | Buy |
12,148
+1,933
| +19% | +$488K | 0.03% | 356 |
|
|
2021
Q3 | $2.32M | Buy |
10,215
+4,869
| +91% | +$1.11M | 0.03% | 401 |
|
|
2021
Q2 | $1.35M | Buy |
+5,346
| New | +$1.35M | 0.02% | 543 |
|