JFS Wealth Advisors’s Northern Oil and Gas NOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21K	Buy	66 +42	+175%	+$996	﹤0.01%	1755
2026 Q1	$711	Sell	24 -6	-20%	-$155	﹤0.01%	1728
2025 Q4	$654	Buy	30 +1	+3%	+$22	﹤0.01%	1765
2025 Q3	$720	Buy	29 +17	+142%	+$451	﹤0.01%	1688
2025 Q2	$341	Sell	12 -73	-86%	-$1.96K	﹤0.01%	1748
2025 Q1	$2.57K	Buy	85 +44	+107%	+$1.51K	﹤0.01%	1373
2024 Q4	$1.52K	Hold	41	–	–	﹤0.01%	1574
2024 Q3	$1.45K	Sell	41 -15	-27%	-$572	﹤0.01%	1597
2024 Q2	$2.08K	Buy	56 +19	+51%	+$762	﹤0.01%	1415
2024 Q1	$1.47K	Hold	37	–	–	﹤0.01%	1546
2023 Q4	$1.37K	Buy	37 +3	+9%	+$113	﹤0.01%	1558
2023 Q3	$1.37K	Buy	34 +24	+240%	+$947	﹤0.01%	1503
2023 Q2	$344	Hold	10	–	–	﹤0.01%	1808
2023 Q1	$304	Sell	10 -5	-33%	-$156	﹤0.01%	1780
2022 Q4	$462	Buy	15 +4	+36%	+$135	﹤0.01%	1740
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1860
2022 Q2	$0	Buy	+11	New	+$320	﹤0.01%	1872

Other funds holding NOG

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

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

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

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

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return