IFP Advisors’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 | $16.3K | Sell |
1,395
-5
| -0.4% | -$58 | ﹤0.01% | 2649 |
|
|
2025
Q1 | $16.6K | Buy |
1,400
+700
| +100% | +$8.32K | ﹤0.01% | 2370 |
|
|
2024
Q4 | $6.58K | Sell |
700
-240
| -26% | -$2.26K | ﹤0.01% | 2691 |
|
|
2024
Q3 | $12.7K | Buy |
940
+250
| +36% | +$3.37K | ﹤0.01% | 2331 |
|
|
2024
Q2 | $6.71K | Sell |
690
-10
| -1% | -$97 | ﹤0.01% | 2472 |
|
|
2024
Q1 | $9.93K | Buy |
700
+10
| +1% | +$142 | ﹤0.01% | 2235 |
|
|
2023
Q4 | $11K | Hold |
690
| – | – | ﹤0.01% | 2156 |
|
|
2023
Q3 | $10.6K | Sell |
690
-19
| -3% | -$292 | ﹤0.01% | 2234 |
|
|
2023
Q2 | $16K | Buy |
709
+19
| +3% | +$428 | ﹤0.01% | 2120 |
|
|
2023
Q1 | $20.1K | Buy |
690
+590
| +590% | +$17.2K | ﹤0.01% | 2021 |
|
|
2022
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 4046 |
|