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