A detailed history of Creative Planning transactions in San Juan Basin Royalty Trust stock. As of the latest transaction made, Creative Planning holds 52,004 shares of SJT stock, worth $202,295. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52,004
Previous 52,504 0.95%
Holding current value
$202,295
Previous $213,000 9.86%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$3.22 - $4.25 $1,610 - $2,125
-500 Reduced 0.95%
52,004 $192,000
Q2 2024

Aug 15, 2024

SELL
$3.78 - $5.53 $31,971 - $46,772
-8,458 Reduced 13.87%
52,504 $213,000
Q1 2024

May 10, 2024

SELL
$4.42 - $5.73 $6,824 - $8,847
-1,544 Reduced 2.47%
60,962 $322,000
Q4 2023

Feb 14, 2024

SELL
$5.04 - $7.68 $102,664 - $156,441
-20,370 Reduced 24.58%
62,506 $317,000
Q3 2023

Nov 16, 2023

BUY
$6.6 - $8.12 $26,386 - $32,463
3,998 Added 5.07%
82,876 $574,000
Q2 2023

Jul 21, 2023

BUY
$6.82 - $10.89 $174,094 - $277,989
25,527 Added 47.85%
78,878 $586,000
Q1 2023

May 15, 2023

SELL
$9.46 - $11.09 $8,201 - $9,615
-867 Reduced 1.6%
53,351 $561,000
Q4 2022

Feb 10, 2023

SELL
$9.76 - $12.2 $32,930 - $41,162
-3,374 Reduced 5.86%
54,218 $619,000
Q3 2022

Nov 03, 2022

BUY
$8.57 - $15.15 $38,624 - $68,281
4,507 Added 8.49%
57,592 $541,000
Q2 2022

Aug 15, 2022

BUY
$8.68 - $14.37 $3,715 - $6,150
428 Added 0.81%
53,085 $461,000
Q1 2022

May 16, 2022

BUY
$6.22 - $8.85 $327,526 - $466,014
52,657 New
52,657 $462,000
Q4 2021

Feb 11, 2022

SELL
$5.15 - $7.55 $284,460 - $417,024
-55,235 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$3.94 - $5.42 $217,625 - $299,373
55,235 New
55,235 $279,000

Others Institutions Holding SJT

About SAN JUAN BASIN ROYALTY TRUST


  • Ticker SJT
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 46,608,800
  • Market Cap $181M
  • Description
  • San Juan Basin Royalty Trust operates as an express trust in Texas. The company has a 75% net overriding royalty interest carved out of Southland's oil and natural gas interests (the Subject Interests) in properties located in the San Juan Basin in northwestern New Mexico. The Subject Interests consist of working interests, royalty interests, ov...
More about SJT
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