Orion Portfolio Solutions’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.38M | Sell |
8,040
-1,983
| -20% | -$342K | 0.01% | 907 |
|
|
2024
Q4 | $2.49M | Buy |
10,023
+3,918
| +64% | +$973K | 0.02% | 586 |
|
|
2024
Q3 | $1.09M | Buy |
6,105
+1,347
| +28% | +$240K | 0.01% | 1014 |
|
|
2024
Q2 | $1.06M | Buy |
4,758
+392
| +9% | +$87.1K | 0.01% | 963 |
|
|
2024
Q1 | $1.16M | Buy |
4,366
+1,941
| +80% | +$515K | 0.01% | 926 |
|
|
2023
Q4 | $387K | Buy |
+2,425
| New | +$387K | ﹤0.01% | 1307 |
|
|
2023
Q2 | – | Sell |
-4,828
| Closed | -$326K | – | 1629 |
|
|
2023
Q1 | $326K | Buy |
+4,828
| New | +$326K | ﹤0.01% | 1314 |
|