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