Allworth Financial’s San Juan Basin Royalty Trust SJT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2K	Hold	250	–	–	﹤0.01%	4518
2025 Q4	$1.41K	Sell	250 -38	-13%	-$220	﹤0.01%	4252
2025 Q3	$1.74K	Hold	288	–	–	﹤0.01%	4072
2025 Q2	$1.72K	Sell	288 -1	-0.3%	-$6	﹤0.01%	3774
2025 Q1	$1.7K	Buy	289 +1	+0.3%	+$5	﹤0.01%	3270
2024 Q4	$1.28K	Hold	288	–	–	﹤0.01%	3323
2024 Q3	$1.06K	Hold	288	–	–	﹤0.01%	3198
2024 Q2	$1.16K	Buy	288 +1	+0.3%	+$4	﹤0.01%	3115
2024 Q1	$1.52K	Buy	287 +230	+404%	+$1.2K	﹤0.01%	2924
2023 Q4	$289	Sell	57 -170	-75%	-$1.14K	﹤0.01%	3243
2023 Q3	$1.57K	Buy	227 +48	+27%	+$346	﹤0.01%	2657
2023 Q2	$1.32K	Buy	179 +145	+426%	+$1.23K	﹤0.01%	2643
2023 Q1	$358	Buy	34 +1	+3%	+$10	﹤0.01%	2905
2022 Q4	$371	Buy	+33	New	+$362	﹤0.01%	2698