San Juan Basin Royalty Trust shares owned by Creative Planning
Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in San Juan Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including San Juan Basin Royalty Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in San Juan Basin Royalty Trust by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $191k | 52k | 3.68 |
| 2024-06-30 | $212k | 53k | 4.04 |
| 2024-03-31 | $323k | 61k | 5.30 |
| 2023-12-31 | $317k | 63k | 5.07 |
| 2023-09-30 | $574k | 83k | 6.93 |
| 2023-06-30 | $586k | 79k | 7.43 |
| 2023-03-31 | $561k | 53k | 10.52 |
| 2022-12-31 | $619k | 54k | 11.42 |
| 2022-09-30 | $541k | 58k | 9.39 |
| 2022-06-30 | $461k | 53k | 8.68 |
| 2022-03-31 | $462k | 53k | 8.77 |
| 2021-09-30 | $279k | 55k | 5.05 |
| 2017-06-30 | $11k | 1.5k | 7.13 |
| 2017-03-31 | $9.0k | 1.2k | 7.58 |
| 2016-12-31 | $5.0k | 688 | 7.27 |
| 2016-09-30 | $4.0k | 682 | 5.87 |
| 2016-06-30 | $2.0k | 325 | 6.15 |
| 2016-03-31 | $9.0k | 1.7k | 5.22 |
| 2015-12-31 | $5.0k | 1.2k | 4.10 |
| 2015-09-30 | $2.0k | 218 | 9.17 |
| 2015-03-31 | $3.0k | 216 | 13.89 |
| 2014-12-31 | $6.0k | 413 | 14.53 |
| 2014-09-30 | $8.0k | 409 | 19.56 |
| 2014-06-30 | $16k | 805 | 19.88 |
| 2014-03-31 | $85k | 4.8k | 17.70 |
| 2013-12-31 | $81k | 4.8k | 16.74 |
| 2013-09-30 | $74k | 4.6k | 16.09 |
| 2013-06-30 | $75k | 4.7k | 15.96 |
| 2012-12-31 | $46k | 3.4k | 13.47 |
| 2012-09-30 | $26k | 1.8k | 14.35 |
| 2012-06-30 | $16k | 1.1k | 15.24 |
| 2011-12-31 | $22k | 971 | 22.66 |