IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.3K | Sell |
689
-349
| -34% | -$20.6K | ﹤0.01% | 2372 |
|
|
2025
Q4 | $61.1K | Hold |
1,038
| – | – | ﹤0.01% | 2074 |
|
|
2025
Q3 | $58.7K | Buy |
1,038
+237
| +30% | +$13.4K | ﹤0.01% | 1998 |
|
|
2025
Q2 | $67K | Sell |
801
-477
| -37% | -$26K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $68.3K | Buy |
1,278
+12
| +0.9% | +$602 | ﹤0.01% | 1741 |
|
|
2024
Q4 | $63.4K | Buy |
1,266
+141
| +13% | +$6.51K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $49.2K | Sell |
1,125
-125
| -10% | -$5.08K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $46.2K | Sell |
1,250
-382
| -23% | -$14.2K | ﹤0.01% | 1717 |
|
|
2024
Q1 | $61.4K | Buy |
1,632
+932
| +133% | +$34.7K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $29.1K | Sell |
700
-23
| -3% | -$985 | ﹤0.01% | 1771 |
|
|
2023
Q3 | $32.3K | Sell |
723
-70
| -9% | -$3.13K | ﹤0.01% | 1746 |
|
|
2023
Q2 | $35.8K | Buy |
793
+23
| +3% | +$1.08K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $30.1K | Buy |
770
+27
| +4% | +$1.32K | ﹤0.01% | 1832 |
|
|
2022
Q4 | $30K | Sell |
743
-27
| -4% | -$1.28K | ﹤0.01% | 2604 |
|
|
2022
Q3 | $32K | Buy |
770
+27
| +4% | +$1.28K | ﹤0.01% | 2734 |
|
|
2022
Q2 | $31K | Hold |
743
| – | – | ﹤0.01% | 2514 |
|
|
2022
Q1 | $31K | Buy |
743
+30
| +4% | +$1.36K | ﹤0.01% | 2514 |
|
|
2021
Q4 | $34K | Hold |
713
| – | – | ﹤0.01% | 1719 |
|
|
2021
Q3 | $36K | Hold |
713
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q2 | $34K | Hold |
713
| – | – | ﹤0.01% | 1696 |
|
|
2021
Q1 | $34K | Sell |
713
-834
| -54% | -$40.5K | ﹤0.01% | 1613 |
|
|
2020
Q4 | $74K | Sell |
1,547
-50
| -3% | -$2.41K | ﹤0.01% | 1285 |
|
|
2020
Q3 | $65K | Sell |
1,597
-7
| -0.4% | -$292 | ﹤0.01% | 1189 |
|
|
2020
Q2 | $61K | Sell |
1,604
-47
| -3% | -$1.88K | ﹤0.01% | 1131 |
|
|
2020
Q1 | $64K | Sell |
1,651
-22
| -1% | -$1.07K | 0.01% | 1028 |
|
|
2019
Q4 | $84K | Hold |
1,673
| – | – | 0.01% | 1036 |
|
|
2019
Q3 | $86K | Buy |
+1,673
| New | +$84.5K | 0.01% | 1139 |
|
|
2019
Q1 | $5K | Sell |
112
-1,608
| -93% | -$70.3K | ﹤0.01% | 1887 |
|
|
2018
Q4 | $70K | Buy |
1,720
+426
| +33% | +$17.5K | ﹤0.01% | 1408 |
|
|
2018
Q3 | $51K | Sell |
1,294
-12
| -0.9% | -$470 | ﹤0.01% | 1890 |
|
|
2018
Q2 | $51K | Sell |
1,306
-1,964
| -60% | -$75.2K | ﹤0.01% | 1899 |
|
|
2018
Q1 | $132K | Hold |
3,270
| – | – | 0.01% | 1218 |
|
|
2017
Q4 | $132K | Sell |
3,270
-924
| -22% | -$39.6K | 0.01% | 1228 |
|
|
2017
Q3 | $169K | Sell |
4,194
-53
| -1% | -$2.15K | 0.01% | 1242 |
|
|
2017
Q2 | $162K | Buy |
4,247
+1,260
| +42% | +$47.9K | 0.01% | 1250 |
|
|
2017
Q1 | $111K | Buy |
2,987
+2,029
| +212% | +$71.8K | ﹤0.01% | 1433 |
|
|
2016
Q4 | $33K | Sell |
958
-335
| -26% | -$10.9K | ﹤0.01% | 2129 |
|
|
2016
Q3 | $42K | Buy |
1,293
+260
| +25% | +$8.7K | ﹤0.01% | 1929 |
|
|
2016
Q2 | $37K | Buy |
1,033
+921
| +822% | +$30.3K | ﹤0.01% | 1957 |
|
|
2016
Q1 | $5K | Sell |
112
-1,231
| -92% | -$39.4K | ﹤0.01% | 1883 |
|
|
2015
Q4 | $41K | Buy |
+1,343
| New | +$38.5K | ﹤0.01% | 1737 |
|
Other funds holding TXNM
VPM
VCM
HI
PCM
