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 |
|