Kestra Advisory Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
14,496
-7,822
| -35% | -$2.74M | 0.02% | 634 |
|
|
2025
Q1 | $3.84M | Buy |
22,318
+5,348
| +32% | +$921K | 0.02% | 679 |
|
|
2024
Q4 | $4.21M | Buy |
16,970
+5,754
| +51% | +$1.43M | 0.02% | 647 |
|
|
2024
Q3 | $2M | Sell |
11,216
-564
| -5% | -$100K | 0.01% | 948 |
|
|
2024
Q2 | $2.62M | Buy |
11,780
+1,011
| +9% | +$225K | 0.01% | 833 |
|
|
2024
Q1 | $2.86M | Buy |
10,769
+1,294
| +14% | +$343K | 0.02% | 729 |
|
|
2023
Q4 | $1.65M | Buy |
9,475
+2,137
| +29% | +$372K | 0.01% | 889 |
|
|
2023
Q3 | $551K | Buy |
7,338
+293
| +4% | +$22K | 0.01% | 1322 |
|
|
2023
Q2 | $504K | Sell |
7,045
-225
| -3% | -$16.1K | 0.01% | 1312 |
|
|
2023
Q1 | $491K | Sell |
7,270
-2,115
| -23% | -$143K | 0.01% | 1291 |
|
|
2022
Q4 | $332K | Sell |
9,385
-2,898
| -24% | -$103K | ﹤0.01% | 1666 |
|
|
2022
Q3 | $792K | Sell |
12,283
-3,792
| -24% | -$245K | 0.01% | 1077 |
|
|
2022
Q2 | $756K | Sell |
16,075
-1,489
| -8% | -$70K | 0.01% | 1106 |
|
|
2022
Q1 | $3.34M | Buy |
17,564
+3,026
| +21% | +$575K | 0.03% | 499 |
|
|
2021
Q4 | $3.67M | Sell |
14,538
-1,895
| -12% | -$478K | 0.04% | 467 |
|
|
2021
Q3 | $3.74M | Buy |
16,433
+2,565
| +18% | +$583K | 0.04% | 485 |
|
|
2021
Q2 | $3.51M | Buy |
+13,868
| New | +$3.51M | 0.04% | 465 |
|