Steward Partners Investment Advisory’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Sell |
505
-576
| -53% | -$26.6K | ﹤0.01% | 2853 |
|
|
2025
Q1 | $45.7K | Sell |
1,081
-507
| -32% | -$21.4K | ﹤0.01% | 2433 |
|
|
2024
Q4 | $86.9K | Buy |
1,588
+1,224
| +336% | +$67K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $26.1K | Buy |
364
+33
| +10% | +$2.37K | ﹤0.01% | 2544 |
|
|
2024
Q2 | $31.5K | Hold |
331
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q1 | $30.5K | Sell |
331
-1,500
| -82% | -$138K | ﹤0.01% | 2334 |
|
|
2023
Q4 | $132K | Sell |
1,831
-69
| -4% | -$4.98K | ﹤0.01% | 1556 |
|
|
2023
Q3 | $135K | Buy |
+1,900
| New | +$135K | ﹤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 | – | ﹤0.01% | 1692 |
|