IFP Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

IFP Advisors’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9K	Hold	395	–	–	﹤0.01%	3984
2025 Q4	$2.22K	Hold	395	–	–	﹤0.01%	3801
2025 Q3	$2.39K	Hold	395	–	–	﹤0.01%	3632
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%	+$1.23K	﹤0.01%	2748
2023 Q1	$1.64K	Sell	250 -100	-29%	-$1.04K	﹤0.01%	2958
2022 Q4	$3K	Sell	350 -500	-59%	-$5.49K	﹤0.01%	4056
2022 Q3	$6K	Hold	850	–	–	﹤0.01%	3959
2022 Q2	$6K	Hold	850	–	–	﹤0.01%	3711
2022 Q1	$6K	Buy	+850	New	+$5.95K	﹤0.01%	3711
2019 Q1	$1K	Buy	102 +2	+2%	+$10	﹤0.01%	2255
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	3374
2018 Q3	$0	Hold	100	–	–	﹤0.01%	3998
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	3764
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	3661
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	3712
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	3945
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	3935
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	3845
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3827
2016 Q3	$1K	Sell	100 -125	-56%	-$785	﹤0.01%	3763
2016 Q2	$2K	Buy	225 +123	+121%	+$795	﹤0.01%	3499
2016 Q1	$1K	Sell	102 -123	-55%	-$596	﹤0.01%	2242
2015 Q4	$1K	Buy	+225	New	+$1.49K	﹤0.01%	3552

Other funds holding SJT

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return