Prospera Financial Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
4,647
+2,462
| +113% | +$863K | 0.03% | 515 |
|
2025
Q1 | $376K | Sell |
2,185
-2
| -0.1% | -$344 | 0.01% | 900 |
|
2024
Q4 | $543K | Buy |
2,187
+208
| +11% | +$51.6K | 0.01% | 719 |
|
2024
Q3 | $353K | Buy |
1,979
+68
| +4% | +$12.1K | 0.01% | 860 |
|
2024
Q2 | $425K | Sell |
1,911
-405
| -17% | -$90K | 0.01% | 771 |
|
2024
Q1 | $614K | Sell |
2,316
-311
| -12% | -$82.5K | 0.02% | 634 |
|
2023
Q4 | $457K | Sell |
2,627
-2,613
| -50% | -$454K | 0.02% | 699 |
|
2023
Q3 | $393K | Buy |
5,240
+1,690
| +48% | +$127K | 0.02% | 694 |
|
2023
Q2 | $254K | Buy |
3,550
+484
| +16% | +$34.6K | 0.01% | 872 |
|
2023
Q1 | $207K | Buy |
+3,066
| New | +$207K | 0.01% | 893 |
|
2022
Q3 | – | Sell |
-3,180
| Closed | -$150K | – | 984 |
|
2022
Q2 | $150K | Sell |
3,180
-1,164
| -27% | -$54.9K | 0.01% | 803 |
|
2022
Q1 | $825K | Buy |
4,344
+1,632
| +60% | +$310K | 0.03% | 469 |
|
2021
Q4 | $685K | Sell |
2,712
-43
| -2% | -$10.9K | 0.03% | 488 |
|
2021
Q3 | $627K | Sell |
2,755
-1,424
| -34% | -$324K | 0.03% | 474 |
|
2021
Q2 | $1.06M | Buy |
+4,179
| New | +$1.06M | 0.05% | 363 |
|