Creative Planning’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
55,971
| – | – | ﹤0.01% | 2799 |
|
|
2025
Q1 | $309K | Buy |
55,971
+3,444
| +7% | +$19K | ﹤0.01% | 2721 |
|
|
2024
Q4 | $201K | Buy |
52,527
+523
| +1% | +$2K | ﹤0.01% | 2960 |
|
|
2024
Q3 | $191K | Sell |
52,004
-500
| -1% | -$1.84K | ﹤0.01% | 2852 |
|
|
2024
Q2 | $212K | Sell |
52,504
-8,458
| -14% | -$34.2K | ﹤0.01% | 2624 |
|
|
2024
Q1 | $323K | Sell |
60,962
-1,544
| -2% | -$8.18K | ﹤0.01% | 2179 |
|
|
2023
Q4 | $317K | Sell |
62,506
-20,370
| -25% | -$103K | ﹤0.01% | 2047 |
|
|
2023
Q3 | $574K | Buy |
82,876
+3,998
| +5% | +$27.7K | ﹤0.01% | 1471 |
|
|
2023
Q2 | $586K | Buy |
78,878
+25,527
| +48% | +$190K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $561K | Sell |
53,351
-867
| -2% | -$9.12K | ﹤0.01% | 1389 |
|
|
2022
Q4 | $619K | Sell |
54,218
-3,374
| -6% | -$38.5K | ﹤0.01% | 1308 |
|
|
2022
Q3 | $541K | Buy |
57,592
+4,507
| +8% | +$42.3K | ﹤0.01% | 1279 |
|
|
2022
Q2 | $461K | Buy |
53,085
+428
| +0.8% | +$3.72K | ﹤0.01% | 1360 |
|
|
2022
Q1 | $462K | Buy |
+52,657
| New | +$462K | ﹤0.01% | 1362 |
|
|
2021
Q4 | – | Sell |
-55,235
| Closed | -$279K | – | 2163 |
|
|
2021
Q3 | $279K | Buy |
+55,235
| New | +$279K | ﹤0.01% | 1636 |
|
|
2017
Q3 | – | Sell |
-1,543
| Closed | -$11K | – | 3320 |
|
|
2017
Q2 | $11K | Buy |
1,543
+356
| +30% | +$2.54K | ﹤0.01% | 3537 |
|
|
2017
Q1 | $9K | Buy |
1,187
+499
| +73% | +$3.78K | ﹤0.01% | 3620 |
|
|
2016
Q4 | $5K | Buy |
688
+6
| +0.9% | +$44 | ﹤0.01% | 3886 |
|
|
2016
Q3 | $4K | Buy |
682
+357
| +110% | +$2.09K | ﹤0.01% | 3896 |
|
|
2016
Q2 | $2K | Sell |
325
-1,399
| -81% | -$8.61K | ﹤0.01% | 3943 |
|
|
2016
Q1 | $9K | Buy |
1,724
+503
| +41% | +$2.63K | ﹤0.01% | 3259 |
|
|
2015
Q4 | $5K | Buy |
1,221
+1,003
| +460% | +$4.11K | ﹤0.01% | 3627 |
|
|
2015
Q3 | $2K | Buy |
+218
| New | +$2K | ﹤0.01% | 3896 |
|
|
2015
Q2 | – | Sell |
-216
| Closed | -$3K | – | 2578 |
|
|
2015
Q1 | $3K | Sell |
216
-197
| -48% | -$2.74K | ﹤0.01% | 3680 |
|
|
2014
Q4 | $6K | Buy |
413
+4
| +1% | +$58 | ﹤0.01% | 3353 |
|
|
2014
Q3 | $8K | Sell |
409
-396
| -49% | -$7.75K | ﹤0.01% | 3028 |
|
|
2014
Q2 | $16K | Sell |
805
-3,996
| -83% | -$79.4K | ﹤0.01% | 2585 |
|
|
2014
Q1 | $85K | Sell |
4,801
-39
| -0.8% | -$690 | ﹤0.01% | 1498 |
|
|
2013
Q4 | $81K | Buy |
4,840
+240
| +5% | +$4.02K | ﹤0.01% | 1321 |
|
|
2013
Q3 | $74K | Sell |
4,600
-100
| -2% | -$1.61K | ﹤0.01% | 1300 |
|
|
2013
Q2 | $75K | Buy |
+4,700
| New | +$75K | ﹤0.01% | 1148 |
|