HighPoint Advisor Group’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
6,696
+137
+2% +$48K 0.12% 136
2025
Q1
$1.35M Buy
6,559
+4,072
+164% +$839K 0.08% 203
2024
Q4
$664K Sell
2,487
-2,174
-47% -$580K 0.04% 314
2024
Q3
$852K Buy
4,661
+2,179
+88% +$398K 0.05% 258
2024
Q2
$557K Buy
2,482
+148
+6% +$33.2K 0.03% 330
2024
Q1
$466K Sell
2,334
-387
-14% -$77.3K 0.03% 362
2023
Q4
$761K Buy
+2,721
New +$761K 0.05% 267
2022
Q2
$204K Buy
+3,940
New +$204K 0.02% 492
2021
Q3
$1.13M Buy
+4,958
New +$1.13M 0.11% 148