Plante Moran Financial 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 | $1.18K | Hold |
197
| – | – | ﹤0.01% | 691 |
|
|
2025
Q1 | $1.09K | Hold |
197
| – | – | ﹤0.01% | 718 |
|
|
2024
Q4 | $755 | Hold |
197
| – | – | ﹤0.01% | 832 |
|
|
2024
Q3 | $725 | Hold |
197
| – | – | ﹤0.01% | 797 |
|
|
2024
Q2 | $796 | Hold |
197
| – | – | ﹤0.01% | 733 |
|
|
2024
Q1 | $1.04K | Hold |
197
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $999 | Hold |
197
| – | – | ﹤0.01% | 760 |
|
|
2023
Q3 | $1.36K | Hold |
197
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $1.46K | Hold |
197
| – | – | ﹤0.01% | 709 |
|
|
2023
Q1 | $2.07K | Hold |
197
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $2.25K | Hold |
197
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 796 |
|
|
2022
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 841 |
|
|
2022
Q1 | $2K | Hold |
197
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $1K | Hold |
197
| – | – | ﹤0.01% | 974 |
|
|
2021
Q3 | $1K | Sell |
197
-2
| -1% | -$10 | ﹤0.01% | 902 |
|
|
2021
Q2 | $1K | Hold |
199
| – | – | ﹤0.01% | 918 |
|
|
2021
Q1 | $1K | Sell |
199
-119
| -37% | -$598 | ﹤0.01% | 975 |
|
|
2020
Q4 | $1K | Sell |
318
-182
| -36% | -$572 | ﹤0.01% | 851 |
|
|
2020
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 818 |
|
|
2020
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 716 |
|
|
2020
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 704 |
|
|
2019
Q4 | $1K | Hold |
500
| – | – | ﹤0.01% | 727 |
|
|
2019
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 789 |
|
|
2019
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 733 |
|
|
2019
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 690 |
|
|
2018
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 741 |
|
|
2018
Q3 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 706 |
|