IFP Advisors’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 | $67K | Sell |
801
-477
| -37% | -$39.9K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $68.3K | Buy |
1,278
+12
| +0.9% | +$642 | ﹤0.01% | 1741 |
|
|
2024
Q4 | $63.4K | Buy |
1,266
+141
| +13% | +$7.06K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $49.2K | Sell |
1,125
-125
| -10% | -$5.47K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $46.2K | Sell |
1,250
-382
| -23% | -$14.1K | ﹤0.01% | 1717 |
|
|
2024
Q1 | $61.4K | Buy |
1,632
+932
| +133% | +$35.1K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $29.1K | Sell |
700
-23
| -3% | -$957 | ﹤0.01% | 1771 |
|
|
2023
Q3 | $32.3K | Sell |
723
-70
| -9% | -$3.12K | ﹤0.01% | 1746 |
|
|
2023
Q2 | $35.8K | Buy |
793
+23
| +3% | +$1.04K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $30.1K | Buy |
770
+27
| +4% | +$1.05K | ﹤0.01% | 1832 |
|
|
2022
Q4 | $30K | Sell |
743
-27
| -4% | -$1.09K | ﹤0.01% | 2604 |
|
|
2022
Q3 | $32K | Buy |
770
+27
| +4% | +$1.12K | ﹤0.01% | 2735 |
|
|
2022
Q2 | $31K | Hold |
743
| – | – | ﹤0.01% | 2515 |
|
|
2022
Q1 | $31K | Buy |
743
+30
| +4% | +$1.25K | ﹤0.01% | 2515 |
|
|
2021
Q4 | $34K | Hold |
713
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q3 | $36K | Hold |
713
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q2 | $34K | Hold |
713
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q1 | $34K | Sell |
713
-834
| -54% | -$39.8K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $74K | Sell |
1,547
-50
| -3% | -$2.39K | ﹤0.01% | 1285 |
|
|
2020
Q3 | $65K | Sell |
1,597
-7
| -0.4% | -$285 | ﹤0.01% | 1188 |
|
|
2020
Q2 | $61K | Sell |
1,604
-47
| -3% | -$1.79K | ﹤0.01% | 1130 |
|
|
2020
Q1 | $64K | Sell |
1,651
-22
| -1% | -$853 | 0.01% | 1026 |
|
|
2019
Q4 | $84K | Hold |
1,673
| – | – | 0.01% | 1036 |
|
|
2019
Q3 | $86K | Buy |
+1,673
| New | +$86K | 0.01% | 1139 |
|
|
2019
Q1 | $5K | Sell |
112
-1,608
| -93% | -$71.8K | ﹤0.01% | 1887 |
|
|
2018
Q4 | $70K | Buy |
1,720
+426
| +33% | +$17.3K | ﹤0.01% | 1397 |
|
|
2018
Q3 | $51K | Sell |
1,294
-12
| -0.9% | -$473 | ﹤0.01% | 1880 |
|
|
2018
Q2 | $51K | Sell |
1,306
-1,964
| -60% | -$76.7K | ﹤0.01% | 1880 |
|
|
2018
Q1 | $132K | Hold |
3,270
| – | – | 0.01% | 1218 |
|
|
2017
Q4 | $132K | Sell |
3,270
-924
| -22% | -$37.3K | 0.01% | 1216 |
|
|
2017
Q3 | $169K | Sell |
4,194
-53
| -1% | -$2.14K | 0.01% | 1235 |
|
|
2017
Q2 | $162K | Buy |
4,247
+1,260
| +42% | +$48.1K | 0.01% | 1244 |
|
|
2017
Q1 | $111K | Buy |
2,987
+2,029
| +212% | +$75.4K | ﹤0.01% | 1427 |
|
|
2016
Q4 | $33K | Sell |
958
-335
| -26% | -$11.5K | ﹤0.01% | 2116 |
|
|
2016
Q3 | $42K | Buy |
1,293
+260
| +25% | +$8.45K | ﹤0.01% | 1919 |
|
|
2016
Q2 | $37K | Buy |
1,033
+921
| +822% | +$33K | ﹤0.01% | 1949 |
|
|
2016
Q1 | $5K | Sell |
112
-1,231
| -92% | -$55K | ﹤0.01% | 1887 |
|
|
2015
Q4 | $41K | Buy |
+1,343
| New | +$41K | ﹤0.01% | 1729 |
|