Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$1.22K | – | 2613 |
|
|
2024
Q2 | $1.22K | Hold |
300
| – | – | ﹤0.01% | 1956 |
|
|
2024
Q1 | $1.59K | Hold |
300
| – | – | ﹤0.01% | 1932 |
|
|
2023
Q4 | $1.52K | Hold |
300
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q3 | $2.08K | Hold |
300
| – | – | ﹤0.01% | 1930 |
|
|
2023
Q2 | $2.23K | Hold |
300
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q1 | $3.16K | Buy |
+300
| New | +$3.16K | ﹤0.01% | 1823 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$1K | – | 3084 |
|
|
2021
Q1 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 3057 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$2K | – | 2458 |
|
|
2018
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 2229 |
|
|
2018
Q3 | $2K | Sell |
500
-800
| -62% | -$3.2K | ﹤0.01% | 2283 |
|
|
2018
Q2 | $7K | Hold |
1,300
| – | – | ﹤0.01% | 1846 |
|
|
2018
Q1 | $10K | Buy |
1,300
+600
| +86% | +$4.62K | ﹤0.01% | 1654 |
|
|
2017
Q4 | $5K | Buy |
700
+200
| +40% | +$1.43K | ﹤0.01% | 1829 |
|
|
2017
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 1912 |
|
|
2017
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 1865 |
|
|
2017
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 1823 |
|
|
2016
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 1787 |
|
|
2016
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2016
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 1631 |
|
|
2016
Q1 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 1686 |
|