Fiduciary Alliance’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
17,669
+4,202
| +31% | +$1.47M | 0.46% | 59 |
|
|
2025
Q1 | $2.32M | Buy |
13,467
+2,014
| +18% | +$347K | 0.23% | 102 |
|
|
2024
Q4 | $2.84M | Buy |
11,453
+1,872
| +20% | +$465K | 0.29% | 83 |
|
|
2024
Q3 | $1.71M | Buy |
9,581
+1,249
| +15% | +$223K | 0.23% | 88 |
|
|
2024
Q2 | $1.9M | Buy |
8,332
+4,222
| +103% | +$961K | 0.31% | 73 |
|
|
2024
Q1 | $1.04M | Buy |
+4,110
| New | +$1.04M | 0.18% | 91 |
|
|
2023
Q3 | – | Sell |
-258
| Closed | -$18.5K | – | 306 |
|
|
2023
Q2 | $18.5K | Buy |
+258
| New | +$18.5K | ﹤0.01% | 468 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$283 | – | 281 |
|
|
2022
Q4 | $283 | Buy |
+8
| New | +$283 | ﹤0.01% | 883 |
|