Beacon Pointe Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
114,929
-2,000
| -2% | -$11.9K | 0.01% | 790 |
|
|
2025
Q1 | $645K | Sell |
116,929
-400
| -0.3% | -$2.21K | 0.01% | 758 |
|
|
2024
Q4 | $449K | Buy |
117,329
+98,929
| +538% | +$379K | 0.01% | 853 |
|
|
2024
Q3 | $67.7K | Sell |
18,400
-3,600
| -16% | -$13.2K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $88.9K | Sell |
22,000
-118,263
| -84% | -$478K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $743K | Buy |
140,263
+142
| +0.1% | +$753 | 0.01% | 771 |
|
|
2023
Q4 | $710K | Buy |
140,121
+600
| +0.4% | +$3.04K | 0.01% | 765 |
|
|
2023
Q3 | $964K | Hold |
139,521
| – | – | 0.01% | 634 |
|
|
2023
Q2 | $1.04M | Buy |
139,521
+123,521
| +772% | +$918K | 0.02% | 512 |
|
|
2023
Q1 | $168K | Sell |
16,000
-98,621
| -86% | -$1.04M | ﹤0.01% | 1080 |
|
|
2022
Q4 | $1.31M | Buy |
+114,621
| New | +$1.31M | 0.03% | 448 |
|