Steward Partners Investment 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 | $3.57K | Hold |
597
| – | – | ﹤0.01% | 3586 |
|
|
2025
Q1 | $3.3K | Hold |
597
| – | – | ﹤0.01% | 3508 |
|
|
2024
Q4 | $2.29K | Hold |
597
| – | – | ﹤0.01% | 3604 |
|
|
2024
Q3 | $2.21K | Hold |
597
| – | – | ﹤0.01% | 3421 |
|
|
2024
Q2 | $2.43K | Hold |
597
| – | – | ﹤0.01% | 3244 |
|
|
2024
Q1 | $3.16K | Hold |
597
| – | – | ﹤0.01% | 3177 |
|
|
2023
Q4 | $3.03K | Hold |
597
| – | – | ﹤0.01% | 3128 |
|
|
2023
Q3 | $4.14K | Sell |
597
-1,420
| -70% | -$9.85K | ﹤0.01% | 2888 |
|
|
2023
Q2 | $15K | Hold |
2,017
| – | – | ﹤0.01% | 2426 |
|
|
2023
Q1 | $21.2K | Sell |
2,017
-647
| -24% | -$6.81K | ﹤0.01% | 2228 |
|
|
2022
Q4 | $30.4K | Buy |
2,664
+36
| +1% | +$411 | ﹤0.01% | 2038 |
|
|
2022
Q3 | $25K | Buy |
2,628
+1,443
| +122% | +$13.7K | ﹤0.01% | 2118 |
|
|
2022
Q2 | $10K | Buy |
1,185
+16
| +1% | +$135 | ﹤0.01% | 2524 |
|
|
2022
Q1 | $10K | Buy |
1,169
+24
| +2% | +$205 | ﹤0.01% | 2674 |
|
|
2021
Q4 | $7K | Sell |
1,145
-128
| -10% | -$783 | ﹤0.01% | 2739 |
|
|
2021
Q3 | $6K | Buy |
1,273
+10
| +0.8% | +$47 | ﹤0.01% | 2770 |
|
|
2021
Q2 | $6K | Sell |
1,263
-730
| -37% | -$3.47K | ﹤0.01% | 6443 |
|
|
2021
Q1 | $7.89K | Buy |
1,993
+15
| +0.8% | +$59 | ﹤0.01% | 2874 |
|
|
2020
Q4 | $5K | Buy |
1,978
+6
| +0.3% | +$15 | ﹤0.01% | 2532 |
|
|
2020
Q3 | $5K | Hold |
1,972
| – | – | ﹤0.01% | 2386 |
|
|
2020
Q2 | $4K | Sell |
1,972
-291
| -13% | -$590 | ﹤0.01% | 2341 |
|
|
2020
Q1 | $4K | Sell |
2,263
-85
| -4% | -$150 | ﹤0.01% | 2159 |
|
|
2019
Q4 | $5K | Buy |
2,348
+63
| +3% | +$134 | ﹤0.01% | 2249 |
|
|
2019
Q3 | $6K | Sell |
2,285
-1,000
| -30% | -$2.63K | ﹤0.01% | 2206 |
|
|
2019
Q2 | $12K | Buy |
+3,285
| New | +$12K | ﹤0.01% | 1905 |
|
|
2018
Q4 | – | Sell |
-3,320
| Closed | -$16K | – | 1932 |
|
|
2018
Q3 | $16K | Sell |
3,320
-1,479
| -31% | -$7.13K | ﹤0.01% | 1664 |
|
|
2018
Q2 | $28K | Sell |
4,799
-58,790
| -92% | -$343K | ﹤0.01% | 1334 |
|
|
2018
Q1 | $502K | Buy |
63,589
+60,409
| +1,900% | +$477K | 0.03% | 424 |
|
|
2017
Q4 | $26K | Buy |
3,180
+48
| +2% | +$392 | ﹤0.01% | 1033 |
|
|
2017
Q3 | $24K | Buy |
3,132
+1,021
| +48% | +$7.82K | ﹤0.01% | 893 |
|
|
2017
Q2 | $14K | Sell |
2,111
-1,433
| -40% | -$9.5K | ﹤0.01% | 971 |
|
|
2017
Q1 | $25K | Buy |
+3,544
| New | +$25K | ﹤0.01% | 703 |
|