IFP Advisors’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 | $2.36K | Hold |
395
| – | – | ﹤0.01% | 3820 |
|
|
2025
Q1 | $2.18K | Hold |
395
| – | – | ﹤0.01% | 3115 |
|
|
2024
Q4 | $1.51K | Hold |
395
| – | – | ﹤0.01% | 3184 |
|
|
2024
Q3 | $1.46K | Hold |
395
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q2 | $1.6K | Hold |
395
| – | – | ﹤0.01% | 2866 |
|
|
2024
Q1 | $2.09K | Hold |
395
| – | – | ﹤0.01% | 2679 |
|
|
2023
Q4 | $2.01K | Hold |
395
| – | – | ﹤0.01% | 2678 |
|
|
2023
Q3 | $2.74K | Hold |
395
| – | – | ﹤0.01% | 2733 |
|
|
2023
Q2 | $2.94K | Buy |
395
+145
| +58% | +$1.08K | ﹤0.01% | 2748 |
|
|
2023
Q1 | $1.64K | Sell |
250
-100
| -29% | -$654 | ﹤0.01% | 2958 |
|
|
2022
Q4 | $3K | Sell |
350
-500
| -59% | -$4.29K | ﹤0.01% | 4056 |
|
|
2022
Q3 | $6K | Hold |
850
| – | – | ﹤0.01% | 3960 |
|
|
2022
Q2 | $6K | Hold |
850
| – | – | ﹤0.01% | 3712 |
|
|
2022
Q1 | $6K | Buy |
+850
| New | +$6K | ﹤0.01% | 3712 |
|
|
2019
Q1 | $1K | Buy |
102
+2
| +2% | +$20 | ﹤0.01% | 2255 |
|
|
2018
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3323 |
|
|
2018
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 3943 |
|
|
2018
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3713 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3661 |
|
|
2017
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3661 |
|
|
2017
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3905 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3901 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3810 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3799 |
|
|
2016
Q3 | $1K | Sell |
100
-125
| -56% | -$1.25K | ﹤0.01% | 3746 |
|
|
2016
Q2 | $2K | Buy |
225
+123
| +121% | +$1.09K | ﹤0.01% | 3487 |
|
|
2016
Q1 | $1K | Sell |
102
-123
| -55% | -$1.21K | ﹤0.01% | 2255 |
|
|
2015
Q4 | $1K | Buy |
+225
| New | +$1K | ﹤0.01% | 3536 |
|