Lee Financial’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
Q1 | – | Sell |
-35
| Closed | -$178 | – | 704 |
|
|
2023
Q4 | $178 | Hold |
35
| – | – | ﹤0.01% | 846 |
|
|
2023
Q3 | $243 | Hold |
35
| – | – | ﹤0.01% | 817 |
|
|
2023
Q2 | $261 | Hold |
35
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $369 | Hold |
35
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $400 | Hold |
35
| – | – | ﹤0.01% | 840 |
|
|
2022
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 996 |
|
|
2022
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 985 |
|
|
2022
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 947 |
|
|
2021
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 728 |
|
|
2021
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 532 |
|
|
2019
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 545 |
|
|
2018
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 473 |
|
|
2018
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 676 |
|
|
2018
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 830 |
|
|
2018
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 775 |
|
|
2017
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 501 |
|
|
2017
Q3 | $0 | Sell |
35
-201
| -85% | – | ﹤0.01% | 528 |
|
|
2017
Q2 | $2K | Hold |
236
| – | – | ﹤0.01% | 470 |
|
|
2017
Q1 | $2K | Hold |
236
| – | – | ﹤0.01% | 383 |
|
|
2016
Q4 | $2K | Buy |
+236
| New | +$2K | ﹤0.01% | 399 |
|