Steward Partners Investment Advisory’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 | $48.5K | Sell |
861
-853
| -50% | -$48K | ﹤0.01% | 2500 |
|
|
2025
Q1 | $91.7K | Buy |
1,714
+291
| +20% | +$15.6K | ﹤0.01% | 2061 |
|
|
2024
Q4 | $70K | Buy |
1,423
+748
| +111% | +$36.8K | ﹤0.01% | 2164 |
|
|
2024
Q3 | $29.5K | Buy |
+675
| New | +$29.5K | ﹤0.01% | 2477 |
|
|
2020
Q4 | – | Sell |
-73
| Closed | -$3K | – | 3008 |
|
|
2020
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 2537 |
|
|
2020
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 2431 |
|
|
2020
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 2332 |
|
|
2019
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 2385 |
|
|
2019
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 2385 |
|
|
2019
Q2 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 2389 |
|
|
2018
Q4 | – | Sell |
-73
| Closed | -$3K | – | 2226 |
|
|
2018
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 2306 |
|
|
2018
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 2158 |
|
|
2018
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 2055 |
|
|
2017
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 1733 |
|
|
2017
Q3 | $2K | Hold |
73
| – | – | ﹤0.01% | 1533 |
|
|
2017
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1453 |
|
|
2017
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 1337 |
|
|
2016
Q4 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 777 |
|