AFG
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Allegheny Financial Group’s Tidewater TDW Stock Holding History

Allegheny Financial Group’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$780K Sell
9,333
-70
-0.7% -$4.87K 0.11% 121
2025
Q4 		$475K Buy
9,403
+1,642
+21% +$86.7K 0.07% 151
2025
Q3 		$414K Buy
7,761
+2,424
+45% +$133K 0.08% 161
2025
Q2 		$246K Buy
+5,337
New +$216K 0.05% 210
2025
Q1 		– Sell
-3,864
Closed -$211K – 244
2024
Q4 		$211K Buy
+3,864
New +$220K 0.05% 212

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