Rothschild Investment LLC’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 | $15.2K | Hold |
2,537
| – | – | ﹤0.01% | 1097 |
|
|
2025
Q1 | $14K | Hold |
2,537
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q4 | $9.72K | Hold |
2,537
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q3 | $9.39K | Hold |
2,537
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q2 | $10.3K | Hold |
2,537
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q1 | $13.4K | Hold |
2,537
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q4 | $12.9K | Buy |
+2,537
| New | +$12.9K | ﹤0.01% | 946 |
|
|
2015
Q4 | – | Sell |
-12,700
| Closed | -$120K | – | 506 |
|
|
2015
Q3 | $120K | Sell |
12,700
-1,100
| -8% | -$10.4K | 0.02% | 457 |
|
|
2015
Q2 | $148K | Hold |
13,800
| – | – | 0.02% | 479 |
|
|
2015
Q1 | $165K | Sell |
13,800
-2,275
| -14% | -$27.2K | 0.02% | 466 |
|
|
2014
Q4 | $229K | Sell |
16,075
-12,625
| -44% | -$180K | 0.03% | 434 |
|
|
2014
Q3 | $545K | Sell |
28,700
-1,300
| -4% | -$24.7K | 0.07% | 282 |
|
|
2014
Q2 | $579K | Sell |
30,000
-6,350
| -17% | -$123K | 0.07% | 241 |
|
|
2014
Q1 | $642K | Sell |
36,350
-1,450
| -4% | -$25.6K | 0.09% | 227 |
|
|
2013
Q4 | $633K | Sell |
37,800
-4,600
| -11% | -$77K | 0.09% | 232 |
|
|
2013
Q3 | $678K | Sell |
42,400
-15,640
| -27% | -$250K | 0.1% | 203 |
|
|
2013
Q2 | $932K | Buy |
+58,040
| New | +$932K | 0.15% | 141 |
|