Sigma Planning Corp’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $649K | Buy |
1,851
+484
| +35% | +$170K | 0.02% | 678 |
|
2025
Q1 | $235K | Sell |
1,367
-2,141
| -61% | -$369K | 0.01% | 1055 |
|
2024
Q4 | $871K | Buy |
3,508
+2,172
| +163% | +$539K | 0.03% | 540 |
|
2024
Q3 | $238K | Buy |
1,336
+4
| +0.3% | +$712 | 0.01% | 1053 |
|
2024
Q2 | $296K | Sell |
1,332
-246
| -16% | -$54.7K | 0.01% | 929 |
|
2024
Q1 | $418K | Buy |
1,578
+262
| +20% | +$69.5K | 0.01% | 836 |
|
2023
Q4 | $229K | Buy |
+1,316
| New | +$229K | 0.02% | 726 |
|
2023
Q3 | – | Sell |
-4,813
| Closed | -$344K | – | 1206 |
|
2023
Q2 | $344K | Sell |
4,813
-912
| -16% | -$65.3K | 0.01% | 880 |
|
2023
Q1 | $387K | Buy |
+5,725
| New | +$387K | 0.01% | 909 |
|
2022
Q4 | – | Sell |
-5,711
| Closed | -$368K | – | 1280 |
|
2022
Q3 | $368K | Sell |
5,711
-1,526
| -21% | -$98.3K | 0.01% | 857 |
|
2022
Q2 | $340K | Buy |
7,237
+1,545
| +27% | +$72.6K | 0.01% | 927 |
|
2022
Q1 | $1.08M | Buy |
5,692
+2,973
| +109% | +$565K | 0.03% | 503 |
|
2021
Q4 | $686K | Buy |
+2,719
| New | +$686K | 0.02% | 692 |
|