Diversified Trust’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 | – | Sell |
-11,104
| Closed | -$594K | – | 1022 |
|
|
2025
Q1 | $594K | Buy |
11,104
+116
| +1% | +$6.2K | 0.01% | 523 |
|
|
2024
Q4 | $540K | Buy |
10,988
+1,088
| +11% | +$53.5K | 0.01% | 572 |
|
|
2024
Q3 | $433K | Buy |
9,900
+86
| +0.9% | +$3.76K | 0.01% | 628 |
|
|
2024
Q2 | $363K | Buy |
+9,814
| New | +$363K | 0.01% | 632 |
|
|
2020
Q4 | – | Sell |
-9,320
| Closed | -$385K | – | 786 |
|
|
2020
Q3 | $385K | Sell |
9,320
-2,381
| -20% | -$98.4K | 0.02% | 374 |
|
|
2020
Q2 | $450K | Buy |
+11,701
| New | +$450K | 0.02% | 277 |
|