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 |
|