Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $191K | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $574K | Buy |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Buy |
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|
2017
Q1 | $9K | Buy |
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|
2016
Q4 | $5K | Buy |
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|
2016
Q3 | $4K | Buy |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $9K | Buy |
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|
2015
Q4 | $5K | Buy |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $6K | Buy |
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|
2014
Q3 | $8K | Sell |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $85K | Sell |
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|
2013
Q4 | $81K | Buy |
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|
2013
Q3 | $74K | Sell |
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|
2013
Q2 | $75K | Buy |
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