Principal Securities’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
885
-147
-14% -$51.5K 0.01% 1050
2025
Q1
$256K Hold
1,032
0.01% 1031
2024
Q4
$256K Buy
1,032
+269
+35% +$66.8K 0.01% 1029
2024
Q3
$136K Buy
763
+308
+68% +$54.9K ﹤0.01% 1251
2024
Q2
$101K Buy
455
+242
+114% +$53.8K ﹤0.01% 1326
2024
Q1
$56.5K Sell
213
-490
-70% -$130K ﹤0.01% 1515
2023
Q4
$122K Buy
+703
New +$122K ﹤0.01% 1121