LPL Financial’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86M | Buy |
245,471
+38,806
| +19% | +$13.6M | 0.03% | 536 |
|
|
2025
Q1 | $35.6M | Buy |
206,665
+31,288
| +18% | +$5.39M | 0.01% | 845 |
|
|
2024
Q4 | $43.5M | Buy |
175,377
+46,612
| +36% | +$11.6M | 0.02% | 717 |
|
|
2024
Q3 | $22.9M | Buy |
128,765
+16,143
| +14% | +$2.88M | 0.01% | 974 |
|
|
2024
Q2 | $25M | Buy |
112,622
+11,240
| +11% | +$2.5M | 0.01% | 856 |
|
|
2024
Q1 | $26.9M | Buy |
101,382
+5,223
| +5% | +$1.38M | 0.01% | 802 |
|
|
2023
Q4 | $16.7M | Buy |
96,159
+7,140
| +8% | +$1.24M | 0.01% | 961 |
|
|
2023
Q3 | $6.68M | Sell |
89,019
-11,887
| -12% | -$892K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $7.22M | Sell |
100,906
-9,089
| -8% | -$650K | 0.01% | 1342 |
|
|
2023
Q1 | $7.43M | Sell |
109,995
-3,939
| -3% | -$266K | 0.01% | 1260 |
|
|
2022
Q4 | $4.03M | Sell |
113,934
-30,413
| -21% | -$1.08M | ﹤0.01% | 1587 |
|
|
2022
Q3 | $9.31M | Sell |
144,347
-6,510
| -4% | -$420K | 0.01% | 996 |
|
|
2022
Q2 | $7.09M | Buy |
+150,857
| New | +$7.09M | 0.01% | 1156 |
|
|
2022
Q1 | – | Sell |
-178,732
| Closed | -$45.1M | – | 4200 |
|
|
2021
Q4 | $45.1M | Buy |
178,732
+49,815
| +39% | +$12.6M | 0.04% | 388 |
|
|
2021
Q3 | $29.3M | Buy |
128,917
+26,058
| +25% | +$5.93M | 0.03% | 483 |
|
|
2021
Q2 | $26.1M | Buy |
+102,859
| New | +$26.1M | 0.03% | 493 |
|