HBK Sorce Advisory’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
+1,247
| New | +$437K | 0.01% | 365 |
|
|
2025
Q1 | – | Sell |
-824
| Closed | -$205K | – | 599 |
|
|
2024
Q4 | $205K | Buy |
+824
| New | +$205K | 0.01% | 533 |
|
|
2024
Q3 | – | Sell |
-904
| Closed | -$201K | – | 583 |
|
|
2024
Q2 | $201K | Buy |
904
+11
| +1% | +$2.45K | 0.01% | 526 |
|
|
2024
Q1 | $237K | Sell |
893
-376
| -30% | -$99.7K | 0.01% | 516 |
|
|
2023
Q4 | $221K | Buy |
+1,269
| New | +$221K | 0.01% | 501 |
|
|
2022
Q2 | – | Sell |
-4,143
| Closed | -$786K | – | 481 |
|
|
2022
Q1 | $786K | Sell |
4,143
-3,688
| -47% | -$700K | 0.04% | 230 |
|
|
2021
Q4 | $1.98M | Buy |
7,831
+397
| +5% | +$100K | 0.1% | 140 |
|
|
2021
Q3 | $1.69M | Sell |
7,434
-588
| -7% | -$134K | 0.09% | 149 |
|
|
2021
Q2 | $2.03M | Buy |
+8,022
| New | +$2.03M | 0.11% | 134 |
|