IFP 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 | $85.6K | Buy |
1,604
+629
| +65% | +$33.6K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $41.2K | Sell |
975
-2
| -0.2% | -$85 | ﹤0.01% | 1982 |
|
|
2024
Q4 | $53.5K | Buy |
977
+2
| +0.2% | +$109 | ﹤0.01% | 1798 |
|
|
2024
Q3 | $70K | Buy |
975
+675
| +225% | +$48.5K | ﹤0.01% | 1569 |
|
|
2024
Q2 | $28.6K | Hold |
300
| – | – | ﹤0.01% | 1914 |
|
|
2024
Q1 | $27.6K | Sell |
300
-200
| -40% | -$18.4K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $36.1K | Sell |
500
-916
| -65% | -$66.1K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $101K | Buy |
1,416
+1,366
| +2,732% | +$97.1K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $2.77K | Buy |
+50
| New | +$2.77K | ﹤0.01% | 2768 |
|
|
2023
Q1 | – | Sell |
-439
| Closed | -$16K | – | 4336 |
|
|
2022
Q4 | $16K | Buy |
439
+240
| +121% | +$8.75K | ﹤0.01% | 3082 |
|
|
2022
Q3 | $9K | Buy |
199
+136
| +216% | +$6.15K | ﹤0.01% | 3734 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 4189 |
|
|
2022
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 4189 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4481 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4269 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4151 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3967 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3825 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3649 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3576 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$2K | – | 3301 |
|
|
2018
Q4 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 3143 |
|