Steward Partners Investment Advisory’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.42M Sell
2025
Q1
$2.54M Sell
2024
Q4
$3.82M Buy
2024
Q3
$2.02M Buy
2024
Q2
$1.94M Buy
2024
Q1
$1.14M Buy
2023
Q4
$412K Sell
2023
Q3
$265K Buy
2023
Q2
$206K Sell
2023
Q1
$305K Buy
2022
Q4
$153K Buy
2022
Q3
$172K Sell
2022
Q2
$126K Sell
2022
Q1
$655K Buy
2021
Q4
$743K Sell
2021
Q3
$1.44M Buy
2021
Q2
$956K Buy