First Dallas 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
Q2
$435K Sell
37,250
-4,000
-10% -$46.7K 0.17% 87
2025
Q1
$490K Sell
41,250
-2,000
-5% -$23.8K 0.2% 78
2024
Q4
$407K Buy
43,250
+21,000
+94% +$198K 0.17% 95
2024
Q3
$300K Buy
+22,250
New +$300K 0.13% 108