Kestra Advisory Services’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
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|
2025
Q1 | $154K | Buy |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $151K | Sell |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $159K | Buy |
|
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $165K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $218K | Buy |
|