SOA Wealth 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	–	Sell	-25	Closed	-$1.47K	–	898
2025 Q4	$1.47K	Hold	25	–	–	﹤0.01%	734
2025 Q3	$1.41K	Hold	25	–	–	﹤0.01%	748
2025 Q2	$1.41K	Hold	25	–	–	﹤0.01%	736
2025 Q1	$1.34K	Hold	25	–	–	﹤0.01%	728
2024 Q4	$1.23K	Hold	25	–	–	﹤0.01%	721
2024 Q3	$1.09K	Hold	25	–	–	﹤0.01%	711
2024 Q2	$924	Hold	25	–	–	﹤0.01%	729
2024 Q1	$941	Hold	25	–	–	﹤0.01%	769
2023 Q4	$1.04K	Hold	25	–	–	﹤0.01%	750
2023 Q3	$1.11K	Hold	25	–	–	﹤0.01%	765
2023 Q2	$1.13K	Hold	25	–	–	﹤0.01%	777
2023 Q1	$1.22K	Hold	25	–	–	﹤0.01%	777
2022 Q4	$1.22K	Hold	25	–	–	﹤0.01%	779
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	806
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	793
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	881
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	856
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	878
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	851
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	795
2020 Q4	$1K	Buy	+25	New	+$1.21K	﹤0.01%	776