Steward Partners Investment Advisory’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57K | Hold |
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2025
Q1 | $3.3K | Hold |
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|
2024
Q4 | $2.29K | Hold |
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|
2024
Q3 | $2.21K | Hold |
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|
2024
Q2 | $2.42K | Hold |
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|
2024
Q1 | $3.16K | Hold |
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|
2023
Q4 | $3.03K | Hold |
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|
2023
Q3 | $4.14K | Sell |
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|
2023
Q2 | $15K | Hold |
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|
2023
Q1 | $21.2K | Sell |
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|
2022
Q4 | $30.4K | Buy |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $7K | Sell |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $7.89K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $12K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $28K | Sell |
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|
2018
Q1 | $502K | Buy |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $24K | Buy |
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|
2017
Q2 | $14K | Sell |
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|
2017
Q1 | $25K | Buy |
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