Principia Wealth Advisory’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
$3.83M Sell
641,479
-12,288
-2% -$73.3K 3.24% 10
2025
Q1
$3.35M Buy
653,767
+632,700
+3,003% +$3.25M 3.21% 12
2024
Q4
$80.7K Buy
+21,067
New +$80.7K 0.08% 73