Steward Partners Investment Advisory’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
9,764
-5,005
| -34% | -$1.75M | 0.03% | 538 |
|
|
2025
Q1 | $2.54M | Sell |
14,769
-635
| -4% | -$109K | 0.02% | 582 |
|
|
2024
Q4 | $3.82M | Buy |
15,404
+4,085
| +36% | +$1.01M | 0.03% | 452 |
|
|
2024
Q3 | $2.02M | Buy |
11,319
+2,604
| +30% | +$464K | 0.02% | 626 |
|
|
2024
Q2 | $1.94M | Buy |
8,715
+4,407
| +102% | +$979K | 0.02% | 595 |
|
|
2024
Q1 | $1.14M | Buy |
4,308
+1,941
| +82% | +$515K | 0.01% | 742 |
|
|
2023
Q4 | $412K | Sell |
2,367
-1,166
| -33% | -$203K | 0.01% | 1081 |
|
|
2023
Q3 | $265K | Buy |
3,533
+659
| +23% | +$49.5K | ﹤0.01% | 1169 |
|
|
2023
Q2 | $206K | Sell |
2,874
-1,642
| -36% | -$117K | ﹤0.01% | 1280 |
|
|
2023
Q1 | $305K | Buy |
4,516
+199
| +5% | +$13.4K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $153K | Buy |
4,317
+1,652
| +62% | +$58.5K | ﹤0.01% | 1359 |
|
|
2022
Q3 | $172K | Sell |
2,665
-6
| -0.2% | -$387 | ﹤0.01% | 1260 |
|
|
2022
Q2 | $126K | Sell |
2,671
-781
| -23% | -$36.8K | ﹤0.01% | 1399 |
|
|
2022
Q1 | $655K | Buy |
3,452
+509
| +17% | +$96.6K | 0.01% | 826 |
|
|
2021
Q4 | $743K | Sell |
2,943
-3,399
| -54% | -$858K | 0.01% | 798 |
|
|
2021
Q3 | $1.44M | Buy |
6,342
+2,566
| +68% | +$584K | 0.02% | 542 |
|
|
2021
Q2 | $956K | Buy |
+3,776
| New | +$956K | 0.02% | 685 |
|