LPL Financial’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 | $761K | Buy |
9,109
+296
| +3% | +$20.6K | ﹤0.01% | 4404 |
|
|
2025
Q4 | $445K | Buy |
8,813
+77
| +0.9% | +$4.07K | ﹤0.01% | 4820 |
|
|
2025
Q3 | $466K | Buy |
8,736
+2,899
| +50% | +$159K | ﹤0.01% | 4689 |
|
|
2025
Q2 | $269K | Sell |
5,837
-898
| -13% | -$36.4K | ﹤0.01% | 4850 |
|
|
2025
Q1 | $285K | Sell |
6,735
-209
| -3% | -$10.4K | ﹤0.01% | 4610 |
|
|
2024
Q4 | $380K | Buy |
6,944
+1,309
| +23% | +$74.5K | ﹤0.01% | 4326 |
|
|
2024
Q3 | $405K | Sell |
5,635
-419
| -7% | -$36.5K | ﹤0.01% | 4189 |
|
|
2024
Q2 | $576K | Sell |
6,054
-3,912
| -39% | -$386K | ﹤0.01% | 3746 |
|
|
2024
Q1 | $917K | Buy |
9,966
+4,058
| +69% | +$303K | ﹤0.01% | 3263 |
|
|
2023
Q4 | $426K | Sell |
5,908
-2,194
| -27% | -$142K | ﹤0.01% | 3786 |
|
|
2023
Q3 | $576K | Buy |
8,102
+3,336
| +70% | +$211K | ﹤0.01% | 3364 |
|
|
2023
Q2 | $264K | Buy |
+4,766
| New | +$218K | ﹤0.01% | 3957 |
|
|
2021
Q2 | – | Sell |
-13,238
| Closed | -$166K | – | 4302 |
|
|
2021
Q1 | $166K | Sell |
13,238
-995
| -7% | -$12.1K | ﹤0.01% | 3821 |
|
|
2020
Q4 | $123K | Sell |
14,233
-7,044
| -33% | -$55.9K | ﹤0.01% | 3651 |
|
|
2020
Q3 | $143K | Sell |
21,277
-12,050
| -36% | -$79.1K | ﹤0.01% | 3296 |
|
|
2020
Q2 | $186K | Sell |
33,327
-2,325
| -7% | -$13.2K | ﹤0.01% | 3144 |
|
|
2020
Q1 | $252K | Buy |
35,652
+1,959
| +6% | +$26.4K | ﹤0.01% | 2638 |
|
|
2019
Q4 | $650K | Buy |
33,693
+5,958
| +21% | +$95.1K | ﹤0.01% | 2150 |
|
|
2019
Q3 | $419K | Buy |
27,735
+1,787
| +7% | +$33.7K | ﹤0.01% | 2409 |
|
|
2019
Q2 | $609K | Buy |
25,948
+48
| +0.2% | +$1.1K | ﹤0.01% | 2119 |
|
|
2019
Q1 | $601K | Sell |
25,900
-1,066
| -4% | -$23.9K | ﹤0.01% | 2064 |
|
|
2018
Q4 | $516K | Sell |
26,966
-2,780
| -9% | -$72.4K | ﹤0.01% | 2017 |
|
|
2018
Q3 | $928K | Hold |
29,746
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q2 | $861K | Sell |
29,746
-732
| -2% | -$22.9K | ﹤0.01% | 1722 |
|
|
2018
Q1 | $872K | Buy |
+30,478
| New | +$813K | ﹤0.01% | 1709 |
|
|
2016
Q2 | – | Sell |
-516
| Closed | -$98K | – | 2956 |
|
|
2016
Q1 | $98K | Buy |
+516
| New | +$102K | ﹤0.01% | 2945 |
|
Other funds holding TDW
RR
VPM
VCM
