WA
SJT
Waverly Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
43,316
| – | – | ﹤0.01% | 1025 |
|
|
2025
Q1 | $239K | Hold |
43,316
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q4 | $166K | Hold |
43,316
| – | – | ﹤0.01% | 947 |
|
|
2024
Q3 | $159K | Hold |
43,316
| – | – | ﹤0.01% | 782 |
|
|
2024
Q2 | $175K | Hold |
43,316
| – | – | ﹤0.01% | 774 |
|
|
2024
Q1 | $230K | Buy |
43,316
+66
| +0.2% | +$350 | 0.01% | 626 |
|
|
2023
Q4 | $219K | Hold |
43,250
| – | – | 0.01% | 405 |
|
|
2023
Q3 | $299K | Buy |
43,250
+3,000
| +7% | +$20.7K | 0.01% | 324 |
|
|
2023
Q2 | $298K | Buy |
+40,250
| New | +$298K | 0.01% | 300 |
|