Carson Wealth (CWM LLC)’s TXNM Energy, Inc. TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
2,514
+120
| +5% | +$6.78K | ﹤0.01% | 2441 |
|
|
2025
Q1 | $128K | Sell |
2,394
-3,818
| -61% | -$204K | ﹤0.01% | 2222 |
|
|
2024
Q4 | $305K | Buy |
6,212
+782
| +14% | +$38.4K | ﹤0.01% | 1580 |
|
|
2024
Q3 | $238K | Buy |
5,430
+204
| +4% | +$8.94K | ﹤0.01% | 1669 |
|
|
2024
Q2 | $193K | Buy |
5,226
+660
| +14% | +$24.4K | ﹤0.01% | 1603 |
|
|
2024
Q1 | $172K | Buy |
4,566
+153
| +3% | +$5.76K | ﹤0.01% | 1585 |
|
|
2023
Q4 | $184K | Sell |
4,413
-243
| -5% | -$10.1K | ﹤0.01% | 1455 |
|
|
2023
Q3 | $208K | Buy |
4,656
+227
| +5% | +$10.1K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $200K | Buy |
4,429
+183
| +4% | +$8.26K | ﹤0.01% | 1254 |
|
|
2023
Q1 | $207K | Sell |
4,246
-585
| -12% | -$28.5K | ﹤0.01% | 1185 |
|
|
2022
Q4 | $236K | Buy |
4,831
+77
| +2% | +$3.76K | ﹤0.01% | 1036 |
|
|
2022
Q3 | $217K | Buy |
4,754
+3,862
| +433% | +$176K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $43K | Buy |
892
+23
| +3% | +$1.11K | ﹤0.01% | 1693 |
|
|
2022
Q1 | $41K | Buy |
869
+6
| +0.7% | +$283 | ﹤0.01% | 1695 |
|
|
2021
Q4 | $39K | Buy |
+863
| New | +$39K | ﹤0.01% | 1682 |
|
|
2021
Q2 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2021
Q1 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q4 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q3 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q2 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q1 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q4 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q3 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q2 | $40K | Hold |
817
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q1 | $40K | Buy |
817
+47
| +6% | +$2.3K | ﹤0.01% | 1493 |
|
|
2018
Q4 | $32K | Buy |
770
+6
| +0.8% | +$249 | ﹤0.01% | 998 |
|
|
2018
Q3 | $30K | Buy |
764
+739
| +2,956% | +$29K | ﹤0.01% | 859 |
|
|
2018
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1618 |
|