Lesa Sroufe & Co’s San Juan Basin Royalty Trust SJT Stock Holding History

Lesa Sroufe & Co’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	$1.67M	Buy	346,870 +6,480	+2%	+$35.5K	1.14%	29
2025 Q4	$1.91M	Buy	340,390 +412	+0.1%	+$2.39K	1.42%	29
2025 Q3	$2.05M	Buy	339,978 +3,334	+1%	+$19.6K	1.66%	25
2025 Q2	$2.01M	Buy	336,644 +16,315	+5%	+$99.1K	1.85%	22
2025 Q1	$1.77M	Buy	+320,329	New	+$1.51M	1.77%	24
2024 Q3	$1.04M	Buy	281,203 +9,247	+3%	+$34.6K	0.97%	32
2024 Q2	$1.1M	Buy	+271,956	New	+$1.19M	1.07%	32
2019 Q4	–	Sell	-15,725	Closed	-$47K	–	63
2019 Q3	$47K	Hold	15,725	–	–	0.04%	61
2019 Q2	$60K	Buy	15,725 +3,465	+28%	+$15.3K	0.05%	60
2019 Q1	$66K	Buy	+12,260	New	+$61.3K	0.06%	58

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 $154M 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 $93.4B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return