JFS Wealth Advisors’s Matador Resources MTDR Stock Holding History

JFS Wealth Advisors’s Portfolio MTDR Stock Details MTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.78K	Buy	96 +7	+8%	+$398	﹤0.01%	1288
2026 Q1	$5.62K	Sell	89 -5	-5%	-$250	﹤0.01%	1154
2025 Q4	$3.99K	Buy	94 +48	+104%	+$2.02K	﹤0.01%	1323
2025 Q3	$2.07K	Sell	46 -7	-13%	-$342	﹤0.01%	1432
2025 Q2	$2.53K	Sell	53 -8	-13%	-$353	﹤0.01%	1334
2025 Q1	$3.12K	Hold	61	–	–	﹤0.01%	1307
2024 Q4	$3.43K	Sell	61 -3	-5%	-$165	﹤0.01%	1270
2024 Q3	$3.16K	Sell	64 -10	-14%	-$563	﹤0.01%	1292
2024 Q2	$4.41K	Buy	74 +12	+19%	+$754	﹤0.01%	1119
2024 Q1	$4.14K	Sell	62 -12	-16%	-$713	﹤0.01%	1166
2023 Q4	$4.21K	Buy	74 +2	+3%	+$117	﹤0.01%	1130
2023 Q3	$4.28K	Buy	72 +13	+22%	+$757	﹤0.01%	1054
2023 Q2	$3.09K	Sell	59 -3	-5%	-$145	﹤0.01%	1216
2023 Q1	$2.96K	Hold	62	–	–	﹤0.01%	1212
2022 Q4	$3.55K	Hold	62	–	–	﹤0.01%	1134
2022 Q3	$3K	Sell	62 -23	-27%	-$1.24K	﹤0.01%	1207
2022 Q2	$4K	Buy	85 +39	+85%	+$2.12K	﹤0.01%	1096
2022 Q1	$2K	Buy	46 +35	+318%	+$1.65K	﹤0.01%	1453
2021 Q4	$0	Buy	+11	New	+$450	﹤0.01%	1821
2020 Q2	–	Sell	-600	Closed	-$1K	–	561
2020 Q1	$1K	Buy	+600	New	+$6.59K	﹤0.01%	476

Other funds holding MTDR

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return