Allworth Financial’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Buy |
+2,700
| New | +$31.5K | ﹤0.01% | 2216 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$13.5K | – | 4025 |
|
|
2024
Q3 | $13.5K | Hold |
1,000
| – | – | ﹤0.01% | 2123 |
|
|
2024
Q2 | $9.75K | Hold |
1,000
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q1 | $14.2K | Hold |
1,000
| – | – | ﹤0.01% | 1955 |
|
|
2023
Q4 | $15.9K | Sell |
1,000
-85
| -8% | -$1.35K | ﹤0.01% | 1764 |
|
|
2023
Q3 | $16.7K | Hold |
1,085
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q2 | $24.4K | Hold |
1,085
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q1 | $23.2K | Buy |
1,085
+1,000
| +1,176% | +$21.4K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $1.39K | Hold |
85
| – | – | ﹤0.01% | 2363 |
|
|
2022
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 2201 |
|