Jacobi Capital Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
1,958
-18
| -0.9% | -$6.31K | 0.05% | 321 |
|
|
2025
Q1 | $340K | Buy |
1,976
+243
| +14% | +$41.9K | 0.03% | 451 |
|
|
2024
Q4 | $430K | Sell |
1,733
-5
| -0.3% | -$1.24K | 0.03% | 383 |
|
|
2024
Q3 | $310K | Buy |
1,738
+30
| +2% | +$5.35K | 0.02% | 448 |
|
|
2024
Q2 | $380K | Sell |
1,708
-47
| -3% | -$10.4K | 0.03% | 362 |
|
|
2024
Q1 | $465K | Sell |
1,755
-2,120
| -55% | -$562K | 0.04% | 319 |
|
|
2023
Q4 | $674K | Buy |
+3,875
| New | +$674K | 0.07% | 248 |
|
|
2021
Q4 | – | Sell |
-1,454
| Closed | -$331K | – | 584 |
|
|
2021
Q3 | $331K | Buy |
1,454
+30
| +2% | +$6.83K | 0.04% | 317 |
|
|
2021
Q2 | $361K | Buy |
+1,424
| New | +$361K | 0.05% | 290 |
|