LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
380,209
-26,907
| -7% | -$147K | ﹤0.01% | 3604 |
|
|
2025
Q4 | $2.29M | Sell |
407,116
-10,379
| -2% | -$60.1K | ﹤0.01% | 3274 |
|
|
2025
Q3 | $2.52M | Buy |
417,495
+15,979
| +4% | +$94K | ﹤0.01% | 3105 |
|
|
2025
Q2 | $2.4M | Buy |
401,516
+389,618
| +3,275% | +$2.37M | ﹤0.01% | 2955 |
|
|
2025
Q1 | $65.8K | Sell |
11,898
-1,333
| -10% | -$6.28K | ﹤0.01% | 5119 |
|
|
2024
Q4 | $50.7K | Sell |
13,231
-529
| -4% | -$2.12K | ﹤0.01% | 5099 |
|
|
2024
Q3 | $50.9K | Buy |
13,760
+2,535
| +23% | +$9.48K | ﹤0.01% | 4995 |
|
|
2024
Q2 | $45.6K | Buy |
+11,225
| New | +$49.3K | ﹤0.01% | 4847 |
|
|
2023
Q4 | – | Sell |
-10,119
| Closed | -$70.1K | – | 4891 |
|
|
2023
Q3 | $70.1K | Buy |
+10,119
| New | +$72.9K | ﹤0.01% | 4473 |
|
|
2023
Q2 | – | Sell |
-62,605
| Closed | -$659K | – | 4670 |
|
|
2023
Q1 | $659K | Buy |
+62,605
| New | +$650K | ﹤0.01% | 3118 |
|
|
2022
Q3 | – | Sell |
-24,983
| Closed | -$217K | – | 4506 |
|
|
2022
Q2 | $217K | Buy |
24,983
+13,474
| +117% | +$146K | ﹤0.01% | 3881 |
|
|
2022
Q1 | $101K | Buy |
+11,509
| New | +$80.5K | ﹤0.01% | 3978 |
|
|
2018
Q4 | – | Sell |
-14,056
| Closed | -$70K | – | 3221 |
|
|
2018
Q3 | $70K | Buy |
+14,056
| New | +$80.5K | ﹤0.01% | 3149 |
|
|
2018
Q2 | – | Sell |
-10,268
| Closed | -$81K | – | 3275 |
|
|
2018
Q1 | $81K | Sell |
10,268
-4,159
| -29% | -$37.1K | ﹤0.01% | 3092 |
|
|
2017
Q4 | $119K | Buy |
14,427
+2,063
| +17% | +$16.3K | ﹤0.01% | 2912 |
|
|
2017
Q3 | $97K | Sell |
12,364
-20
| -0.2% | -$140 | ﹤0.01% | 2777 |
|
|
2017
Q2 | $84K | Sell |
12,384
-91,699
| -88% | -$664K | ﹤0.01% | 2725 |
|
|
2017
Q1 | $740K | Buy |
104,083
+92,542
| +802% | +$646K | 0.01% | 1482 |
|
|
2016
Q4 | $77K | Sell |
11,541
-237
| -2% | -$1.49K | ﹤0.01% | 2607 |
|
|
2016
Q3 | $70K | Buy |
11,778
+46
| +0.4% | +$289 | ﹤0.01% | 2559 |
|
|
2016
Q2 | $84K | Sell |
11,732
-11,712
| -50% | -$75.7K | ﹤0.01% | 2524 |
|
|
2016
Q1 | $115K | Buy |
23,444
+1,156
| +5% | +$5.6K | ﹤0.01% | 2925 |
|
|
2015
Q4 | $97K | Buy |
22,288
+10,392
| +87% | +$68.9K | ﹤0.01% | 2991 |
|
|
2015
Q3 | $109K | Sell |
11,896
-895
| -7% | -$9.29K | ﹤0.01% | 2637 |
|
|
2015
Q2 | $136K | Buy |
12,791
+961
| +8% | +$10.7K | ﹤0.01% | 2715 |
|
|
2015
Q1 | $145K | Buy |
+11,830
| New | +$164K | ﹤0.01% | 2627 |
|
|
2014
Q3 | – | Sell |
-10,380
| Closed | -$200K | – | 2774 |
|
|
2014
Q2 | $200K | Sell |
10,380
-1,133
| -10% | -$21.3K | ﹤0.01% | 2494 |
|
|
2014
Q1 | $203K | Buy |
11,513
+306
| +3% | +$5.31K | ﹤0.01% | 2433 |
|
|
2013
Q4 | $188K | Buy |
11,207
+240
| +2% | +$3.94K | ﹤0.01% | 2451 |
|
|
2013
Q3 | $178K | Hold |
10,967
| – | – | ﹤0.01% | 2360 |
|
|
2013
Q2 | $176K | Buy |
+10,967
| New | +$169K | ﹤0.01% | 2242 |
|
Other funds holding SJT
HKAM
PAIM
CC
ATPW
MC
LSC
MTC
