United Capital Financial Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

United Capital Financial Advisors’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,500	Closed	-$24K	–	1218
2020 Q2	$24K	Sell	10,500 -2,020	-16%	-$4.62K	﹤0.01%	1169
2020 Q1	$26K	Sell	12,520 -9,980	-44%	-$20.7K	﹤0.01%	1156
2019 Q4	$57K	Hold	22,500	–	–	﹤0.01%	1320
2019 Q3	$68K	Sell	22,500 -700	-3%	-$2.12K	﹤0.01%	1243
2019 Q2	$89K	Hold	23,200	–	–	﹤0.01%	1388
2019 Q1	$125K	Sell	23,200 -6,500	-22%	-$35K	﹤0.01%	1281
2018 Q4	$143K	Hold	29,700	–	–	﹤0.01%	1225
2018 Q3	$147K	Sell	29,700 -1,800	-6%	-$8.91K	﹤0.01%	1275
2018 Q2	$182K	Buy	31,500 +800	+3%	+$4.62K	﹤0.01%	1236
2018 Q1	$243K	Buy	30,700 +8,450	+38%	+$66.9K	﹤0.01%	1172
2017 Q4	$186K	Buy	22,250 +3,550	+19%	+$29.7K	﹤0.01%	1246
2017 Q3	$147K	Sell	18,700 -3,051	-14%	-$24K	﹤0.01%	1261
2017 Q2	$148K	Sell	21,751 -2,051	-9%	-$14K	﹤0.01%	1234
2017 Q1	$172K	Hold	23,802	–	–	﹤0.01%	1195
2016 Q4	$158K	Hold	23,802	–	–	﹤0.01%	1209
2016 Q3	$140K	Hold	23,802	–	–	﹤0.01%	1217
2016 Q2	$167K	Sell	23,802 -1,500	-6%	-$10.5K	﹤0.01%	1189
2016 Q1	$130K	Sell	25,302 -1,300	-5%	-$6.68K	﹤0.01%	1163
2015 Q4	$110K	Sell	26,602 -11,069	-29%	-$45.8K	﹤0.01%	1169
2015 Q3	$356K	Sell	37,671 -6,874	-15%	-$65K	﹤0.01%	1008
2015 Q2	$478K	Sell	44,545 -7,841	-15%	-$84.1K	0.01%	936
2015 Q1	$572K	Sell	52,386 -2,450	-4%	-$26.8K	0.01%	859
2014 Q4	$781K	Sell	54,836 -5,150	-9%	-$73.3K	0.01%	702
2014 Q3	$1.14M	Sell	59,986 -1,400	-2%	-$26.6K	0.02%	576
2014 Q2	$1.18M	Sell	61,386 -1,300	-2%	-$25.1K	0.02%	526
2014 Q1	$1.11M	Buy	62,686 +39,286	+168%	+$693K	0.02%	464
2013 Q4	$392K	Sell	23,400 -22,235	-49%	-$372K	0.01%	469
2013 Q3	$729K	Sell	45,635 -24,964	-35%	-$399K	0.02%	385
2013 Q2	$1.13M	Buy	+70,599	New	+$1.13M	0.03%	388