Kestra Private Wealth 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 | $8.78M | Buy |
25,064
+4,237
| +20% | +$1.49M | 0.13% | 190 |
|
|
2025
Q1 | $3.59M | Buy |
20,827
+2,275
| +12% | +$392K | 0.06% | 320 |
|
|
2024
Q4 | $4.61M | Buy |
18,552
+4,829
| +35% | +$1.2M | 0.08% | 260 |
|
|
2024
Q3 | $2.45M | Buy |
13,723
+2,255
| +20% | +$402K | 0.04% | 373 |
|
|
2024
Q2 | $2.55M | Buy |
11,468
+7,211
| +169% | +$1.6M | 0.05% | 334 |
|
|
2024
Q1 | $1.13M | Sell |
4,257
-677
| -14% | -$179K | 0.03% | 524 |
|
|
2023
Q4 | $858K | Sell |
4,934
-423
| -8% | -$73.6K | 0.02% | 563 |
|
|
2023
Q3 | $402K | Sell |
5,357
-1,834
| -26% | -$138K | 0.01% | 749 |
|
|
2023
Q2 | $515K | Buy |
7,191
+34
| +0.5% | +$2.43K | 0.02% | 626 |
|
|
2023
Q1 | $484K | Buy |
+7,157
| New | +$484K | 0.02% | 609 |
|
|
2022
Q4 | – | Sell |
-6,538
| Closed | -$422K | – | 917 |
|
|
2022
Q3 | $422K | Buy |
6,538
+1,510
| +30% | +$97.5K | 0.02% | 537 |
|
|
2022
Q2 | $236K | Sell |
5,028
-2,336
| -32% | -$110K | 0.01% | 736 |
|
|
2022
Q1 | $1.4M | Buy |
7,364
+96
| +1% | +$18.2K | 0.07% | 300 |
|
|
2021
Q4 | $1.83M | Buy |
7,268
+3,518
| +94% | +$888K | 0.09% | 243 |
|
|
2021
Q3 | $853K | Sell |
3,750
-557
| -13% | -$127K | 0.05% | 389 |
|
|
2021
Q2 | $1.09M | Buy |
+4,307
| New | +$1.09M | 0.07% | 313 |
|