Kovack Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
+3,796
| New | +$1.33M | 0.13% | 156 |
|
|
2025
Q1 | – | Sell |
-2,681
| Closed | -$666K | – | 590 |
|
|
2024
Q4 | $666K | Buy |
+2,681
| New | +$666K | 0.07% | 247 |
|
|
2024
Q1 | – | Sell |
-2,494
| Closed | -$434K | – | 498 |
|
|
2023
Q4 | $434K | Buy |
+2,494
| New | +$434K | 0.05% | 333 |
|
|
2023
Q2 | – | Sell |
-4,335
| Closed | -$293K | – | 587 |
|
|
2023
Q1 | $293K | Buy |
+4,335
| New | +$293K | 0.04% | 416 |
|
|
2022
Q4 | – | Sell |
-3,163
| Closed | -$204K | – | 553 |
|
|
2022
Q3 | $204K | Buy |
+3,163
| New | +$204K | 0.03% | 517 |
|
|
2022
Q2 | – | Sell |
-1,845
| Closed | -$350K | – | 604 |
|
|
2022
Q1 | $350K | Sell |
1,845
-662
| -26% | -$126K | 0.04% | 480 |
|
|
2021
Q4 | $633K | Buy |
2,507
+1,306
| +109% | +$330K | 0.06% | 333 |
|
|
2021
Q3 | $273K | Sell |
1,201
-93
| -7% | -$21.1K | 0.03% | 560 |
|
|
2021
Q2 | $328K | Buy |
+1,294
| New | +$328K | 0.04% | 477 |
|