Roundview Capital’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
$179K Hold
30,000
0.01% 318
2025
Q1
$166K Hold
30,000
0.01% 312
2024
Q4
$115K Hold
30,000
0.01% 325
2024
Q3
$110K Hold
30,000
0.01% 331
2024
Q2
$121K Hold
30,000
0.01% 316
2024
Q1
$159K Hold
30,000
0.01% 313
2023
Q4
$152K Hold
30,000
0.01% 302
2023
Q3
$207K Hold
30,000
0.02% 298
2023
Q2
$222K Sell
30,000
-10,000
-25% -$74K 0.02% 295
2023
Q1
$420K Hold
40,000
0.04% 249
2022
Q4
$456K Sell
40,000
-10,000
-20% -$114K 0.05% 234
2022
Q3
$470K Hold
50,000
0.06% 216
2022
Q2
$434K Sell
50,000
-5,000
-9% -$43.4K 0.05% 226
2022
Q1
$480K Sell
55,000
-35,000
-39% -$305K 0.05% 231
2021
Q4
$547K Sell
90,000
-10,000
-10% -$60.8K 0.05% 230
2021
Q3
$507K Hold
100,000
0.06% 230
2021
Q2
$516K Hold
100,000
0.06% 223
2021
Q1
$396K Hold
100,000
0.05% 232
2020
Q4
$267K Hold
100,000
0.04% 232
2020
Q3
$252K Hold
100,000
0.04% 225
2020
Q2
$228K Buy
100,000
+75,000
+300% +$171K 0.04% 227
2020
Q1
$53K Buy
+25,000
New +$53K 0.01% 219