Concourse Financial Group Securities’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$2.36K | – | 6272 |
|
|
2024
Q4 | $2.36K | Buy |
+200
| New | +$2.36K | ﹤0.01% | 1993 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6949 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6963 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6962 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6891 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6732 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6574 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6341 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6347 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6168 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6118 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6001 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5972 |
|