Steward Partners Investment Advisory’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	$240K	Buy	2,868 +2,435	+562%	+$169K	﹤0.01%	1926
2025 Q4	$21.9K	Sell	433 -73	-14%	-$3.86K	﹤0.01%	3106
2025 Q3	$27K	Buy	506 +1	+0.2%	+$55	﹤0.01%	2938
2025 Q2	$23.3K	Sell	505 -576	-53%	-$23.3K	﹤0.01%	2853
2025 Q1	$45.7K	Sell	1,081 -507	-32%	-$25.2K	﹤0.01%	2433
2024 Q4	$86.9K	Buy	1,588 +1,224	+336%	+$69.7K	﹤0.01%	2052
2024 Q3	$26.1K	Buy	364 +33	+10%	+$2.88K	﹤0.01%	2544
2024 Q2	$31.5K	Hold	331	–	–	﹤0.01%	2319
2024 Q1	$30.5K	Sell	331 -1,500	-82%	-$112K	﹤0.01%	2334
2023 Q4	$132K	Sell	1,831 -69	-4%	-$4.47K	﹤0.01%	1556
2023 Q3	$135K	Buy	+1,900	New	+$120K	﹤0.01%	1435
2018 Q1	–	Sell	-39	Closed	–	–	2329
2017 Q4	$0	Hold	39	–	–	﹤0.01%	1946
2017 Q3	$1K	Hold	39	–	–	﹤0.01%	1613
2017 Q2	$0	Buy	+39	New	+$1.05K	﹤0.01%	1692