Chicago Partners Investment Group’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 | $324K | Hold |
5,677
| – | – | 0.01% | 798 |
|
|
2025
Q1 | $301K | Sell |
5,677
-10
| -0.2% | -$529 | 0.01% | 688 |
|
|
2024
Q4 | $269K | Sell |
5,687
-3
| -0.1% | -$142 | 0.01% | 701 |
|
|
2024
Q3 | $254K | Buy |
5,690
+159
| +3% | +$7.09K | 0.01% | 676 |
|
|
2024
Q2 | $230K | Buy |
+5,531
| New | +$230K | 0.01% | 679 |
|
|
2024
Q1 | – | Sell |
-5,612
| Closed | -$202K | – | 761 |
|
|
2023
Q4 | $202K | Buy |
5,612
+123
| +2% | +$4.43K | 0.01% | 660 |
|
|
2023
Q3 | $244K | Sell |
5,489
-2
| -0% | -$89 | 0.01% | 558 |
|
|
2023
Q2 | $243K | Sell |
5,491
-1
| -0% | -$44 | 0.01% | 581 |
|
|
2023
Q1 | $268K | Sell |
5,492
-25
| -0.5% | -$1.22K | 0.02% | 531 |
|
|
2022
Q4 | $271K | Buy |
5,517
+25
| +0.5% | +$1.23K | 0.02% | 506 |
|
|
2022
Q3 | $257K | Buy |
5,492
+2
| +0% | +$94 | 0.02% | 470 |
|
|
2022
Q2 | $265K | Sell |
5,490
-7
| -0.1% | -$338 | 0.02% | 470 |
|
|
2022
Q1 | $257K | Buy |
5,497
+5
| +0.1% | +$234 | 0.02% | 451 |
|
|
2021
Q4 | $243K | Sell |
5,492
-8
| -0.1% | -$354 | 0.02% | 482 |
|
|
2021
Q3 | $268K | Buy |
5,500
+16
| +0.3% | +$780 | 0.02% | 467 |
|
|
2021
Q2 | $267K | Hold |
5,484
| – | – | 0.02% | 450 |
|
|
2021
Q1 | $273K | Hold |
5,484
| – | – | 0.02% | 422 |
|
|
2020
Q4 | $267K | Hold |
5,484
| – | – | 0.03% | 387 |
|
|
2020
Q3 | $271K | Hold |
5,484
| – | – | 0.03% | 332 |
|
|
2020
Q2 | $226K | Hold |
5,484
| – | – | 0.03% | 345 |
|
|
2020
Q1 | $237K | Hold |
5,484
| – | – | 0.04% | 297 |
|
|
2019
Q4 | $281K | Hold |
5,484
| – | – | 0.03% | 296 |
|
|
2019
Q3 | $285K | Hold |
5,484
| – | – | 0.04% | 270 |
|
|
2019
Q2 | $273K | Hold |
5,484
| – | – | 0.04% | 273 |
|
|
2019
Q1 | $245K | Hold |
5,484
| – | – | 0.04% | 265 |
|
|
2018
Q4 | $229K | Hold |
5,484
| – | – | 0.03% | 287 |
|
|
2018
Q3 | $213K | Hold |
5,484
| – | – | 0.03% | 289 |
|
|
2018
Q2 | $213K | Hold |
5,484
| – | – | 0.03% | 267 |
|
|
2018
Q1 | $210K | Hold |
5,484
| – | – | 0.04% | 246 |
|
|
2017
Q4 | $222K | Hold |
5,484
| – | – | 0.04% | 245 |
|
|
2017
Q3 | $221K | Buy |
+5,484
| New | +$221K | 0.04% | 245 |
|
|
2017
Q2 | – | Sell |
-5,484
| Closed | -$203K | – | 808 |
|
|
2017
Q1 | $203K | Hold |
5,484
| – | – | 0.06% | 185 |
|
|
2016
Q4 | $188K | Hold |
5,484
| – | – | 0.07% | 174 |
|
|
2016
Q3 | $179K | Hold |
5,484
| – | – | 0.07% | 182 |
|
|
2016
Q2 | $194K | Hold |
5,484
| – | – | 0.09% | 135 |
|
|
2016
Q1 | $185K | Hold |
5,484
| – | – | 0.1% | 134 |
|
|
2015
Q4 | $168K | Hold |
5,484
| – | – | 0.08% | 177 |
|
|
2015
Q3 | $154K | Buy |
5,484
+39
| +0.7% | +$1.1K | 0.09% | 150 |
|
|
2015
Q2 | $134K | Buy |
5,445
+119
| +2% | +$2.93K | 0.06% | 162 |
|
|
2015
Q1 | $158K | Buy |
+5,326
| New | +$158K | 0.07% | 146 |
|