OneDigital Investment Advisors’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
$90.9K Hold
15,199
﹤0.01% 1414
2025
Q1
$84.1K Sell
15,199
-13,366
-47% -$73.9K ﹤0.01% 1365
2024
Q4
$109K Buy
+28,565
New +$109K ﹤0.01% 1362
2024
Q3
Sell
-517,894
Closed -$2.1M 1461
2024
Q2
$2.1M Buy
+517,894
New +$2.1M 0.03% 408