OneDigital Investment 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 | $988K | Buy |
2,819
+331
| +13% | +$116K | 0.01% | 640 |
|
|
2025
Q1 | $429K | Buy |
2,488
+796
| +47% | +$137K | 0.01% | 917 |
|
|
2024
Q4 | $420K | Buy |
1,692
+551
| +48% | +$137K | ﹤0.01% | 958 |
|
|
2024
Q3 | $203K | Buy |
1,141
+25
| +2% | +$4.45K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $248K | Sell |
1,116
-35
| -3% | -$7.78K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $305K | Buy |
+1,151
| New | +$305K | ﹤0.01% | 907 |
|
|
2022
Q1 | – | Sell |
-904
| Closed | -$228K | – | 750 |
|
|
2021
Q4 | $228K | Buy |
+904
| New | +$228K | 0.01% | 673 |
|