Kestra Private Wealth Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
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|
2025
Q1 | $3.59M | Buy |
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|
2024
Q4 | $4.61M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $858K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $484K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $853K | Sell |
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|
2021
Q2 | $1.09M | Buy |
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