Creative Planning’s TXNM Energy Inc TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
|
|||||
|
2025
Q1 | $1.31M | Buy |
|
|||||
|
2024
Q4 | $1.16M | Buy |
|
|||||
|
2024
Q3 | $969K | Sell |
|
|||||
|
2024
Q2 | $877K | Sell |
|
|||||
|
2024
Q1 | $1.03M | Buy |
|
|||||
|
2023
Q4 | $532K | Sell |
|
|||||
|
2023
Q3 | $732K | Buy |
|
|||||
|
2023
Q2 | $576K | Buy |
|
|||||
|
2023
Q1 | $309K | Buy |
|
|||||
|
2022
Q4 | $309K | Buy |
|
|||||
|
2022
Q3 | $209K | Sell |
|
|||||
|
2022
Q2 | $235K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $78K | Hold |
|
|||||
|
2017
Q1 | $75K | Sell |
|
|||||
|
2016
Q4 | $92K | Sell |
|
|||||
|
2016
Q3 | $89K | Sell |
|
|||||
|
2016
Q2 | $102K | Buy |
|
|||||
|
2016
Q1 | $44K | Buy |
|
|||||
|
2015
Q4 | $36K | Hold |
|
|||||
|
2015
Q3 | $33K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $16K | Sell |
|
|||||
|
2014
Q4 | $35K | Buy |
|
|||||
|
2014
Q3 | $28K | Buy |
|
|||||
|
2014
Q2 | $23K | Buy |
|
|||||
|
2014
Q1 | $7K | Buy |
|