Northwestern Mutual Wealth Management’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 | $6 | Hold |
1
| – | – | ﹤0.01% | 3639 |
|
2025
Q1 | $6 | Hold |
1
| – | – | ﹤0.01% | 3631 |
|
2024
Q4 | $4 | Hold |
1
| – | – | ﹤0.01% | 3567 |
|
2024
Q3 | $4 | Hold |
1
| – | – | ﹤0.01% | 3569 |
|
2024
Q2 | $4 | Hold |
1
| – | – | ﹤0.01% | 3467 |
|
2024
Q1 | $5 | Buy |
+1
| New | +$5 | ﹤0.01% | 3538 |
|
2023
Q3 | – | Sell |
-907
| Closed | -$6.74K | – | 3511 |
|
2023
Q2 | $6.74K | Buy |
+907
| New | +$6.74K | ﹤0.01% | 2690 |
|
2018
Q3 | – | Sell |
-2,223
| Closed | -$13K | – | 2619 |
|
2018
Q2 | $13K | Hold |
2,223
| – | – | ﹤0.01% | 1755 |
|
2018
Q1 | $18K | Hold |
2,223
| – | – | ﹤0.01% | 1572 |
|
2017
Q4 | $18K | Hold |
2,223
| – | – | ﹤0.01% | 1545 |
|
2017
Q3 | $17K | Hold |
2,223
| – | – | ﹤0.01% | 1518 |
|
2017
Q2 | $15K | Hold |
2,223
| – | – | ﹤0.01% | 1482 |
|
2017
Q1 | $16K | Hold |
2,223
| – | – | ﹤0.01% | 1408 |
|
2016
Q4 | $15K | Buy |
+2,223
| New | +$15K | ﹤0.01% | 1467 |
|
2016
Q3 | – | Sell |
-2,223
| Closed | -$16K | – | 1308 |
|
2016
Q2 | $16K | Hold |
2,223
| – | – | ﹤0.01% | 1237 |
|
2016
Q1 | $11K | Sell |
2,223
-1,900
| -46% | -$9.4K | ﹤0.01% | 1405 |
|
2015
Q4 | $17K | Buy |
+4,123
| New | +$17K | ﹤0.01% | 1053 |
|