Creative Planning’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 | $1.3M | Sell |
23,127
-1,453
| -6% | -$81.8K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $1.31M | Buy |
24,580
+1,048
| +4% | +$56K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $1.16M | Buy |
23,532
+1,394
| +6% | +$68.5K | ﹤0.01% | 1532 |
|
|
2024
Q3 | $969K | Sell |
22,138
-1,599
| -7% | -$70K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $877K | Sell |
23,737
-3,575
| -13% | -$132K | ﹤0.01% | 1500 |
|
|
2024
Q1 | $1.03M | Buy |
27,312
+14,532
| +114% | +$547K | ﹤0.01% | 1322 |
|
|
2023
Q4 | $532K | Sell |
12,780
-3,618
| -22% | -$151K | ﹤0.01% | 1671 |
|
|
2023
Q3 | $732K | Buy |
16,398
+3,634
| +28% | +$162K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $576K | Buy |
12,764
+6,426
| +101% | +$290K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $309K | Buy |
6,338
+7
| +0.1% | +$341 | ﹤0.01% | 1796 |
|
|
2022
Q4 | $309K | Buy |
6,331
+1,753
| +38% | +$85.5K | ﹤0.01% | 1704 |
|
|
2022
Q3 | $209K | Sell |
4,578
-341
| -7% | -$15.6K | ﹤0.01% | 1875 |
|
|
2022
Q2 | $235K | Buy |
+4,919
| New | +$235K | ﹤0.01% | 1775 |
|
|
2017
Q3 | – | Sell |
-2,037
| Closed | -$78K | – | 3673 |
|
|
2017
Q2 | $78K | Hold |
2,037
| – | – | ﹤0.01% | 2157 |
|
|
2017
Q1 | $75K | Sell |
2,037
-650
| -24% | -$23.9K | ﹤0.01% | 2138 |
|
|
2016
Q4 | $92K | Sell |
2,687
-36
| -1% | -$1.23K | ﹤0.01% | 1915 |
|
|
2016
Q3 | $89K | Sell |
2,723
-152
| -5% | -$4.97K | ﹤0.01% | 1921 |
|
|
2016
Q2 | $102K | Buy |
2,875
+1,566
| +120% | +$55.6K | ﹤0.01% | 1660 |
|
|
2016
Q1 | $44K | Buy |
1,309
+134
| +11% | +$4.5K | ﹤0.01% | 2186 |
|
|
2015
Q4 | $36K | Hold |
1,175
| – | – | ﹤0.01% | 2372 |
|
|
2015
Q3 | $33K | Buy |
+1,175
| New | +$33K | ﹤0.01% | 2341 |
|
|
2015
Q2 | – | Sell |
-550
| Closed | -$16K | – | 2950 |
|
|
2015
Q1 | $16K | Sell |
550
-621
| -53% | -$18.1K | ﹤0.01% | 2858 |
|
|
2014
Q4 | $35K | Buy |
1,171
+41
| +4% | +$1.23K | ﹤0.01% | 2227 |
|
|
2014
Q3 | $28K | Buy |
1,130
+330
| +41% | +$8.18K | ﹤0.01% | 2285 |
|
|
2014
Q2 | $23K | Buy |
800
+550
| +220% | +$15.8K | ﹤0.01% | 2377 |
|
|
2014
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 2893 |
|