Oakworth Capital’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$99.3K | – | 693 |
|
|
2024
Q4 | $99.3K | Sell |
400
-152
| -28% | -$37.7K | 0.01% | 291 |
|
|
2024
Q3 | $98.4K | Hold |
552
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $123K | Hold |
552
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $146K | Hold |
552
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $96K | Sell |
552
-60
| -10% | -$10.4K | 0.01% | 253 |
|
|
2023
Q3 | $45.9K | Hold |
612
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $43.8K | Hold |
612
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $41.4K | Hold |
612
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $21.7K | Hold |
612
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $39K | Hold |
612
| – | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $29K | Buy |
+612
| New | +$29K | ﹤0.01% | 351 |
|
|
2022
Q1 | – | Sell |
-612
| Closed | -$154K | – | 547 |
|
|
2021
Q4 | $154K | Hold |
612
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $139K | Sell |
612
-200
| -25% | -$45.4K | 0.01% | 215 |
|
|
2021
Q2 | $206K | Buy |
+812
| New | +$206K | 0.02% | 174 |
|