Summit Securities Group’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8K | Buy |
+142
| New | +$49.8K | 0.01% | 399 |
|
|
2024
Q4 | – | Sell |
-39
| Closed | -$7K | – | 554 |
|
|
2024
Q3 | $7K | Sell |
39
-661
| -94% | -$119K | ﹤0.01% | 295 |
|
|
2024
Q2 | $156K | Buy |
+700
| New | +$156K | 0.03% | 101 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 505 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 479 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 764 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 719 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 938 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 357 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 359 |
|