Independent Advisor 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 | $2.84M | Buy |
8,104
+100
| +1% | +$35K | 0.08% | 211 |
|
|
2025
Q1 | $1.38M | Buy |
8,004
+516
| +7% | +$88.9K | 0.05% | 316 |
|
|
2024
Q4 | $1.86M | Buy |
7,488
+1,813
| +32% | +$450K | 0.02% | 528 |
|
|
2024
Q3 | $1.01M | Sell |
5,675
-249
| -4% | -$44.4K | 0.04% | 328 |
|
|
2024
Q2 | $1.32M | Buy |
5,924
+2,859
| +93% | +$635K | 0.05% | 281 |
|
|
2024
Q1 | $813K | Sell |
3,065
-1,411
| -32% | -$374K | 0.03% | 356 |
|
|
2023
Q4 | $778K | Buy |
4,476
+110
| +3% | +$19.1K | 0.03% | 348 |
|
|
2023
Q3 | $328K | Sell |
4,366
-707
| -14% | -$53.1K | 0.01% | 499 |
|
|
2023
Q2 | $363K | Sell |
5,073
-487
| -9% | -$34.8K | 0.02% | 489 |
|
|
2023
Q1 | $376K | Buy |
+5,560
| New | +$376K | 0.02% | 475 |
|
|
2022
Q4 | – | Sell |
-6,001
| Closed | -$387K | – | 463 |
|
|
2022
Q3 | $387K | Buy |
6,001
+320
| +6% | +$20.6K | 0.02% | 429 |
|
|
2022
Q2 | $267K | Buy |
+5,681
| New | +$267K | 0.01% | 505 |
|
|
2022
Q1 | – | Sell |
-4,245
| Closed | -$1.07M | – | 679 |
|
|
2021
Q4 | $1.07M | Sell |
4,245
-478
| -10% | -$121K | 0.05% | 269 |
|
|
2021
Q3 | $1.07M | Sell |
4,723
-6,904
| -59% | -$1.57M | 0.06% | 254 |
|
|
2021
Q2 | $2.95M | Buy |
+11,627
| New | +$2.95M | 0.16% | 130 |
|