CIA
SJT

Capital Investment Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Capital Investment Advisors’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
2025
Q1 		– Sell
-13,031
Closed -$49.9K – 702
2024
Q4 		$49.9K Sell
13,031
-2,519
-16% -$10.1K ﹤0.01% 655
2024
Q3 		$57.3K Hold
15,550
– – ﹤0.01% 651
2024
Q2 		$62.9K Buy
15,550
+10
+0.1% +$44 ﹤0.01% 629
2024
Q1 		$82.3K Buy
15,540
+9
+0.1% +$47 ﹤0.01% 616
2023
Q4 		$78.8K Sell
15,531
-987
-6% -$6.6K ﹤0.01% 605
2023
Q3 		$114K Buy
16,518
+5
+0% +$36 ﹤0.01% 578
2023
Q2 		$122K Buy
16,513
+41
+0.2% +$348 ﹤0.01% 533
2023
Q1 		$173K Buy
16,472
+30
+0.2% +$311 0.01% 533
2022
Q4 		$187K Sell
16,442
-137
-0.8% -$1.5K 0.01% 540
2022
Q3 		$156K Buy
16,579
+24
+0.1% +$282 0.01% 516
2022
Q2 		$144K Sell
16,555
-583
-3% -$6.33K ﹤0.01% 542
2022
Q1 		$150K Buy
17,138
+25
+0.1% +$175 ﹤0.01% 566
2021
Q4 		$104K Sell
17,113
-287
-2% -$1.8K ﹤0.01% 583
2021
Q3 		$88K Sell
17,400
-389
-2% -$1.88K ﹤0.01% 574
2021
Q2 		$92K Buy
17,789
+21
+0.1% +$105 ﹤0.01% 561
2021
Q1 		$70K Buy
17,768
+16
+0.1% +$60 ﹤0.01% 549
2020
Q4 		$47K Sell
17,752
-4,172
-19% -$12.9K ﹤0.01% 529
2020
Q3 		$55K Hold
21,924
– – ﹤0.01% 511
2020
Q2 		$50K Buy
+21,924
New +$55.1K ﹤0.01% 499
2015
Q2 		– Sell
-91,176
Closed -$1.09M – 421
2015
Q1 		$1.09M Buy
91,176
+1,184
+1% +$16.4K 0.12% 170
2014
Q4 		$1.28M Sell
89,992
-1,945
-2% -$33K 0.14% 148
2014
Q3 		$1.75M Buy
91,937
+167
+0.2% +$3.11K 0.2% 117
2014
Q2 		$1.77M Sell
91,770
-2,224
-2% -$41.8K 0.2% 117
2014
Q1 		$1.66M Sell
93,994
-1,773
-2% -$30.8K 0.21% 116
2013
Q4 		$1.6M Buy
+95,767
New +$1.57M 0.21% 115

Other funds holding SJT

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
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
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Capital Investment Advisors's SJT Position: Q1 2025 in Review

Capital Investment Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q1 2025, closing a stake of 13,031 shares — an estimated $49.9K sold.

Capital Investment Advisors first reported a position in SJT in Q4 2013 and held it in 25 quarters. The position peaked at $1.77M in Q2 2014. 86 funds tracked by Wall St. Rank hold SJT as of Q1 2025.

  • Capital Investment Advisors reported no remaining San Juan Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 13,031 San Juan Basin Royalty Trust shares in Q1 2025, an estimated $49.9K.
  • Capital Investment Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2013 and held it in 25 quarters.
  • Capital Investment Advisors's San Juan Basin Royalty Trust position peaked at $1.77M in Q2 2014.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2025.

Based on Capital Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.