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
2026 Q1	$2.61M	Buy	8,661 +6	+0.1%	+$2.01K	0.83%	30
2025 Q4	$3.09M	Hold	8,655	–	–	1.11%	21
2025 Q3	$2.88M	Buy	8,655 +21	+0.2%	+$7.61K	1.06%	22
2025 Q2	$3.24M	Hold	8,634	–	–	1.36%	18
2025 Q1	$2.82M	Hold	8,634	–	–	1.3%	18
2024 Q4	$2.82M	Hold	8,634	–	–	1.31%	16
2024 Q3	$2.01M	Hold	8,634	–	–	0.97%	19
2024 Q2	$2.41M	Hold	8,634	–	–	1.23%	18
2024 Q1	$2.28M	Hold	8,634	–	–	1.18%	19
2023 Q4	$1.97M	Hold	8,634	–	–	1.33%	14
2023 Q3	$2.05M	Hold	8,634	–	–	1.44%	13
2023 Q2	$1.88M	Hold	8,634	–	–	1.27%	14
2023 Q1	$1.75M	Hold	8,634	–	–	1.27%	15
2022 Q4	$1.87M	Sell	8,634 -278	-3%	-$65K	1.56%	14
2022 Q3	$1.95M	Buy	+8,912	New	+$1.9M	1.93%	11
2022 Q2	–	Sell	-8,912	Closed	-$1.63M	–	93
2022 Q1	$1.63M	Hold	8,912	–	–	1.38%	14
2021 Q4	$1.43M	Buy	+8,912	New	+$1.47M	1.21%	17