SOA Wealth Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.4K Sell
201
-27
-12% -$9.46K 0.01% 314
2025
Q1
$39.3K Sell
228
-38
-14% -$6.55K 0.01% 376
2024
Q4
$66K Buy
266
+40
+18% +$9.93K 0.01% 294
2024
Q3
$40.3K Hold
226
0.01% 352
2024
Q2
$50.2K Sell
226
-14
-6% -$3.11K 0.01% 306
2024
Q1
$63.6K Hold
240
0.01% 282
2023
Q4
$41.7K Hold
240
0.01% 316
2023
Q3
$18K Sell
240
-20
-8% -$1.5K ﹤0.01% 438
2023
Q2
$18.6K Sell
260
-78
-23% -$5.58K ﹤0.01% 444
2023
Q1
$22.8K Sell
338
-29
-8% -$1.96K 0.01% 405
2022
Q4
$13K Hold
367
﹤0.01% 485
2022
Q3
$23K Sell
367
-4
-1% -$251 0.01% 360
2022
Q2
$17K Sell
371
-31
-8% -$1.42K 0.01% 410
2022
Q1
$76K Buy
+402
New +$76K 0.02% 261