Team Financial Group
Latest statistics and disclosures from Team Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, EPS, USFR, USMF, PTRB, and represent 61.75% of Team Financial Group's stock portfolio.
- Added to shares of these 10 stocks: PSDM (+$5.1M), SCHG (+$5.1M), DGRW, PTRB, SDVY, USMF, USFR, SCHO, WTV, WFHY.
- Started 1 new stock position in SDVY.
- Reduced shares in these 10 stocks: BSV, GCC, COWZ, PULS, DGRS, DON, EPS, , AGZD, .
- Sold out of its positions in BTAL, ARKG, ARKF, ABT, AMD, GOOGL, ALT, MO, AMZN, AVUV.
- Team Financial Group was a net buyer of stock by $511k.
- Team Financial Group has $149M in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0001845163
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Team Financial Group holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Team Financial Group
SEC 13F filings are viewable for Team Financial Group going back to 2023
- Team Financial Group 2024 Q1 filed May 13, 2024
- Team Financial Group 2023 Q4 filed Feb. 14, 2024
- Team Financial Group 2023 Q3 filed Nov. 15, 2023