Flynn Zito Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Hold |
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|
2025
Q1 | $2.82M | Hold |
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|
2024
Q4 | $2.82M | Hold |
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|
2024
Q3 | $2.01M | Hold |
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|
2024
Q2 | $2.41M | Hold |
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|
2024
Q1 | $2.28M | Hold |
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|
2023
Q4 | $1.97M | Hold |
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|
2023
Q3 | $2.05M | Hold |
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|
2023
Q2 | $1.88M | Hold |
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|
2023
Q1 | $1.75M | Hold |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.43M | Buy |
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