Heritage Trust’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
Q3 | $182K | Hold |
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|
2025
Q2 | $181K | Hold |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $116K | Buy |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $184K | Hold |
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|
2021
Q3 | $153K | Hold |
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|
2021
Q2 | $156K | Hold |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $80K | Buy |
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|
2020
Q3 | $75K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $47K | Hold |
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|
2017
Q4 | $49K | Hold |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $41K | Hold |
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|
2017
Q1 | $43K | Buy |
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