United Capital Financial 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 | $2.09M | Buy |
5,976
+1,435
| +32% | +$503K | 0.02% | 428 |
|
|
2025
Q1 | $782K | Buy |
4,541
+262
| +6% | +$45.1K | 0.01% | 617 |
|
|
2024
Q4 | $1.06M | Sell |
4,279
-18
| -0.4% | -$4.47K | 0.01% | 532 |
|
|
2024
Q3 | $766K | Sell |
4,297
-172
| -4% | -$30.6K | 0.01% | 605 |
|
|
2024
Q2 | $993K | Sell |
4,469
-319
| -7% | -$70.9K | 0.01% | 526 |
|
|
2024
Q1 | $1.27M | Buy |
4,788
+911
| +23% | +$242K | 0.01% | 510 |
|
|
2023
Q4 | $674K | Buy |
+3,877
| New | +$674K | 0.01% | 653 |
|
|
2022
Q4 | – | Sell |
-6,355
| Closed | -$410K | – | 1053 |
|
|
2022
Q3 | $410K | Sell |
6,355
-3,633
| -36% | -$234K | ﹤0.01% | 806 |
|
|
2022
Q2 | $470K | Buy |
9,988
+742
| +8% | +$34.9K | ﹤0.01% | 813 |
|
|
2022
Q1 | $1.76M | Buy |
9,246
+790
| +9% | +$150K | 0.01% | 543 |
|
|
2021
Q4 | $2.13M | Buy |
8,456
+1,003
| +13% | +$253K | 0.01% | 523 |
|
|
2021
Q3 | $1.7M | Buy |
7,453
+37
| +0.5% | +$8.42K | 0.01% | 560 |
|
|
2021
Q2 | $1.88M | Buy |
+7,416
| New | +$1.88M | 0.01% | 552 |
|