JFS Wealth 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 | $2.31K | Buy |
41
+9
| +28% | +$507 | ﹤0.01% | 1354 |
|
|
2025
Q1 | $1.71K | Buy |
32
+8
| +33% | +$428 | ﹤0.01% | 1517 |
|
|
2024
Q4 | $1.18K | Buy |
24
+11
| +85% | +$541 | ﹤0.01% | 1642 |
|
|
2024
Q3 | $570 | Buy |
+13
| New | +$570 | ﹤0.01% | 1781 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$357 | – | 2049 |
|
|
2023
Q3 | $357 | Sell |
8
-9
| -53% | -$402 | ﹤0.01% | 1791 |
|
|
2023
Q2 | $767 | Hold |
17
| – | – | ﹤0.01% | 1675 |
|
|
2023
Q1 | $828 | Buy |
17
+4
| +31% | +$195 | ﹤0.01% | 1630 |
|
|
2022
Q4 | $634 | Buy |
13
+3
| +30% | +$146 | ﹤0.01% | 1693 |
|
|
2022
Q3 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 1959 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1967 |
|