HighTower Advisors’s Tidewater TDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
12,120
+994
+9% +$45.9K ﹤0.01% 2416
2025
Q1
$470K Sell
11,126
-5,617
-34% -$237K ﹤0.01% 2498
2024
Q4
$916K Buy
16,743
+2,666
+19% +$146K ﹤0.01% 2015
2024
Q3
$1.01M Sell
14,077
-13,169
-48% -$945K ﹤0.01% 1925
2024
Q2
$2.6M Buy
27,246
+13,669
+101% +$1.3M ﹤0.01% 1310
2024
Q1
$1.25M Buy
13,577
+1,401
+12% +$129K ﹤0.01% 1682
2023
Q4
$880K Sell
12,176
-1,118
-8% -$80.8K ﹤0.01% 1903
2023
Q3
$931K Buy
13,294
+8,799
+196% +$616K ﹤0.01% 1815
2023
Q2
$248K Buy
+4,495
New +$248K ﹤0.01% 2682
2017
Q2
Sell
-341
Closed -$13K 2164
2017
Q1
$13K Buy
+341
New +$13K ﹤0.01% 1964
2016
Q1
Sell
-4,723
Closed -$1.06M 2090
2015
Q4
$1.06M Sell
4,723
-1,462
-24% -$328K 0.01% 940
2015
Q3
$2.62M Sell
6,185
-1,173
-16% -$497K 0.03% 516
2015
Q2
$5.4M Buy
+7,358
New +$5.4M 0.09% 253