IFP Advisors’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.1K | Sell |
205
-275
| -57% | -$19.1K | ﹤0.01% | 2853 |
|
|
2025
Q4 | $24.2K | Sell |
480
-756
| -61% | -$39.9K | ﹤0.01% | 2624 |
|
|
2025
Q3 | $65.9K | Sell |
1,236
-368
| -23% | -$20.2K | ﹤0.01% | 1929 |
|
|
2025
Q2 | $85.6K | Buy |
1,604
+629
| +65% | +$25.5K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $41.2K | Sell |
975
-2
| -0.2% | -$99 | ﹤0.01% | 1982 |
|
|
2024
Q4 | $53.5K | Buy |
977
+2
| +0.2% | +$114 | ﹤0.01% | 1798 |
|
|
2024
Q3 | $70K | Buy |
975
+675
| +225% | +$58.8K | ﹤0.01% | 1569 |
|
|
2024
Q2 | $28.6K | Hold |
300
| – | – | ﹤0.01% | 1914 |
|
|
2024
Q1 | $27.6K | Sell |
300
-200
| -40% | -$14.9K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $36.1K | Sell |
500
-916
| -65% | -$59.3K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $101K | Buy |
1,416
+1,366
| +2,732% | +$86.3K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $2.77K | Buy |
+50
| New | +$2.29K | ﹤0.01% | 2768 |
|
|
2023
Q1 | – | Sell |
-439
| Closed | -$16K | – | 4336 |
|
|
2022
Q4 | $16K | Buy |
439
+240
| +121% | +$7.3K | ﹤0.01% | 3082 |
|
|
2022
Q3 | $9K | Buy |
199
+136
| +216% | +$2.9K | ﹤0.01% | 3733 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 4188 |
|
|
2022
Q1 | $2K | Buy |
+63
| New | +$997 | ﹤0.01% | 4186 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4546 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4311 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4203 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4006 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3865 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3688 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3632 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$2K | – | 3341 |
|
|
2018
Q4 | $2K | Buy |
+95
| New | +$2.48K | ﹤0.01% | 3193 |
|
Other funds holding TDW
RR
VPM
VCM
