LPL Financial’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
$413K Sell
7,329
-2,201
-23% -$124K ﹤0.01% 4452
2025
Q1
$510K Sell
9,530
-20
-0.2% -$1.07K ﹤0.01% 4094
2024
Q4
$470K Buy
9,550
+2,254
+31% +$111K ﹤0.01% 4091
2024
Q3
$319K Buy
7,296
+160
+2% +$7K ﹤0.01% 4292
2024
Q2
$264K Buy
+7,136
New +$264K ﹤0.01% 4284
2023
Q2
Sell
-5,515
Closed -$268K 4642
2023
Q1
$268K Sell
5,515
-16
-0.3% -$779 ﹤0.01% 3802
2022
Q4
$270K Sell
5,531
-631
-10% -$30.8K ﹤0.01% 3712
2022
Q3
$282K Sell
6,162
-730
-11% -$33.4K ﹤0.01% 3621
2022
Q2
$329K Buy
6,892
+421
+7% +$20.1K ﹤0.01% 3540
2022
Q1
$308K Buy
6,471
+378
+6% +$18K ﹤0.01% 3538
2021
Q4
$278K Buy
+6,093
New +$278K ﹤0.01% 3723
2020
Q4
Sell
-16,099
Closed -$665K 3854
2020
Q3
$665K Buy
16,099
+483
+3% +$20K ﹤0.01% 2225
2020
Q2
$600K Buy
15,616
+190
+1% +$7.3K ﹤0.01% 2217
2020
Q1
$586K Sell
15,426
-145
-0.9% -$5.51K ﹤0.01% 1997
2019
Q4
$790K Buy
15,571
+317
+2% +$16.1K ﹤0.01% 2011
2019
Q3
$794K Buy
15,254
+536
+4% +$27.9K ﹤0.01% 1893
2019
Q2
$749K Sell
14,718
-329
-2% -$16.7K ﹤0.01% 1938
2019
Q1
$712K Sell
15,047
-2,489
-14% -$118K ﹤0.01% 1905
2018
Q4
$721K Buy
17,536
+1,364
+8% +$56.1K ﹤0.01% 1746
2018
Q3
$638K Sell
16,172
-90
-0.6% -$3.55K ﹤0.01% 2032
2018
Q2
$633K Buy
16,262
+538
+3% +$20.9K ﹤0.01% 1972
2018
Q1
$601K Sell
15,724
-770
-5% -$29.4K ﹤0.01% 1974
2017
Q4
$667K Sell
16,494
-3,003
-15% -$121K ﹤0.01% 1799
2017
Q3
$786K Buy
19,497
+665
+4% +$26.8K ﹤0.01% 1604
2017
Q2
$720K Buy
18,832
+81
+0.4% +$3.1K ﹤0.01% 1601
2017
Q1
$696K Buy
18,751
+2,534
+16% +$94.1K ﹤0.01% 1524
2016
Q4
$551K Buy
16,217
+90
+0.6% +$3.06K ﹤0.01% 1674
2016
Q3
$510K Sell
16,127
-800
-5% -$25.3K ﹤0.01% 1696
2016
Q2
$610K Buy
16,927
+1,181
+8% +$42.6K 0.01% 1503
2016
Q1
$515K Sell
15,746
-2,244
-12% -$73.4K ﹤0.01% 2145
2015
Q4
$550K Buy
17,990
+9,907
+123% +$303K ﹤0.01% 2132
2015
Q3
$227K Sell
8,083
-725
-8% -$20.4K ﹤0.01% 2423
2015
Q2
$223K Buy
8,808
+640
+8% +$16.2K ﹤0.01% 2548
2015
Q1
$240K Hold
8,168
﹤0.01% 2421
2014
Q4
$242K Sell
8,168
-300
-4% -$8.89K ﹤0.01% 2346
2014
Q3
$213K Hold
8,468
﹤0.01% 2410
2014
Q2
$248K Sell
8,468
-108
-1% -$3.16K ﹤0.01% 2336
2014
Q1
$232K Buy
+8,576
New +$232K ﹤0.01% 2324