Venturi Wealth Management’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
Q1 | – | Sell |
-2,128
| Closed | -$8.15K | – | 1602 |
|
|
2024
Q4 | $8.15K | Hold |
2,128
| – | – | ﹤0.01% | 1486 |
|
|
2024
Q3 | $7.87K | Hold |
2,128
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q2 | $8.64K | Hold |
2,128
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q1 | $11.3K | Hold |
2,128
| – | – | ﹤0.01% | 906 |
|
|
2023
Q4 | $10.8K | Hold |
2,128
| – | – | ﹤0.01% | 861 |
|
|
2023
Q3 | $14.7K | Hold |
2,128
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $15.8K | Hold |
2,128
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $22.4K | Buy |
+2,128
| New | +$22.4K | ﹤0.01% | 578 |
|