ATPW
SJT

Ashton Thomas Private Wealth’s San Juan Basin Royalty Trust SJT Stock Holding History

Ashton Thomas Private Wealth’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17M Buy
867,711
+97,487
+13% +$534K 0.1% 221
2025
Q4 		$4.33M Buy
770,224
+132,517
+21% +$767K 0.11% 194
2025
Q3 		$3.85M Sell
637,707
-3,519
-0.5% -$20.7K 0.1% 216
2025
Q2 		$3.83M Buy
641,226
+1,983
+0.3% +$12K 0.14% 172
2025
Q1 		$3.54M Sell
639,243
-62,190
-9% -$293K 0.14% 176
2024
Q4 		$2.69M Buy
+701,433
New +$2.81M 0.1% 226
2024
Q3 		– Sell
-500
Closed -$2.03K – 1629
2024
Q2 		$2.03K Buy
+500
New +$2.2K ﹤0.01% 1743

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return