Flynn Zito Capital Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Buy |
194,221
+1,297
| +0.7% | +$8.83K | 0.56% | 32 |
|
2025
Q1 | $1.26M | Buy |
192,924
+25,331
| +15% | +$166K | 0.58% | 29 |
|
2024
Q4 | $1.16M | Buy |
167,593
+39,967
| +31% | +$278K | 0.54% | 31 |
|
2024
Q3 | $906K | Buy |
127,626
+33,308
| +35% | +$236K | 0.44% | 35 |
|
2024
Q2 | $641K | Buy |
94,318
+34,309
| +57% | +$233K | 0.33% | 42 |
|
2024
Q1 | $429K | Buy |
+60,009
| New | +$429K | 0.22% | 64 |
|