IFP Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,773
| Closed | -$995K | – | 234 |
|
|
2025
Q1 | $995K | Sell |
5,773
-1,307
| -18% | -$225K | 0.03% | 552 |
|
|
2024
Q4 | $1.76M | Buy |
7,080
+5,300
| +298% | +$1.32M | 0.06% | 359 |
|
|
2024
Q3 | $317K | Buy |
1,780
+19
| +1% | +$3.39K | 0.01% | 876 |
|
|
2024
Q2 | $391K | Sell |
1,761
-45
| -2% | -$10K | 0.02% | 741 |
|
|
2024
Q1 | $479K | Sell |
1,806
-710
| -28% | -$188K | 0.02% | 624 |
|
|
2023
Q4 | $438K | Sell |
2,516
-991
| -28% | -$172K | 0.02% | 621 |
|
|
2023
Q3 | $263K | Sell |
3,507
-4,719
| -57% | -$354K | 0.01% | 841 |
|
|
2023
Q2 | $589K | Sell |
8,226
-2,445
| -23% | -$175K | 0.02% | 595 |
|
|
2023
Q1 | $3.52M | Buy |
10,671
+1,786
| +20% | +$589K | 0.15% | 131 |
|
|
2022
Q4 | $2.96M | Sell |
8,885
-2,226
| -20% | -$742K | 0.08% | 260 |
|
|
2022
Q3 | $3.67M | Buy |
11,111
+1,365
| +14% | +$451K | 0.1% | 224 |
|
|
2022
Q2 | $3.22M | Hold |
9,746
| – | – | 0.1% | 233 |
|
|
2022
Q1 | $3.22M | Buy |
9,746
+7,892
| +426% | +$2.61M | 0.1% | 233 |
|
|
2021
Q4 | $500K | Sell |
1,854
-652
| -26% | -$176K | 0.01% | 584 |
|
|
2021
Q3 | $599K | Buy |
2,506
+360
| +17% | +$86K | 0.01% | 515 |
|
|
2021
Q2 | $540K | Buy |
+2,146
| New | +$540K | 0.01% | 524 |
|