San Juan Basin Royalty Trust shares owned by Wealthsource Partners
Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in San Juan Basin Royalty Trust
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Quarterly reported holdings in San Juan Basin Royalty Trust by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 514k | 5.08 |
| 2023-09-30 | $3.5M | 507k | 6.93 |
| 2023-06-30 | $3.7M | 504k | 7.43 |
| 2023-03-31 | $5.0M | 476k | 10.52 |
| 2022-12-31 | $6.1M | 536k | 11.42 |
| 2022-09-30 | $4.8M | 513k | 9.40 |
| 2022-06-30 | $4.3M | 494k | 8.68 |
| 2022-03-31 | $4.2M | 480k | 8.77 |
| 2021-12-31 | $2.8M | 457k | 6.09 |
| 2021-09-30 | $2.2M | 439k | 5.06 |
| 2021-06-30 | $2.2M | 430k | 5.14 |
| 2021-03-31 | $1.6M | 414k | 3.96 |
| 2020-12-31 | $1.1M | 402k | 2.67 |
| 2020-09-30 | $995k | 397k | 2.51 |
| 2020-06-30 | $711k | 312k | 2.28 |
| 2020-03-31 | $618k | 295k | 2.10 |
| 2019-12-31 | $595k | 234k | 2.54 |
| 2019-09-30 | $642k | 213k | 3.02 |
| 2019-06-30 | $789k | 206k | 3.83 |
| 2019-03-31 | $1.0M | 190k | 5.37 |
| 2018-12-31 | $627k | 131k | 4.80 |
| 2018-09-30 | $562k | 113k | 4.96 |
| 2018-06-30 | $590k | 102k | 5.79 |
| 2018-03-31 | $578k | 80k | 7.24 |
| 2017-12-31 | $737k | 89k | 8.24 |
| 2017-09-30 | $668k | 85k | 7.85 |
| 2017-06-30 | $559k | 82k | 6.80 |
| 2017-03-31 | $578k | 80k | 7.24 |
| 2016-12-31 | $469k | 71k | 6.62 |
| 2016-09-30 | $258k | 44k | 5.90 |
| 2016-06-30 | $242k | 33k | 7.28 |
| 2016-03-31 | $169k | 33k | 5.16 |