Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Portillo's PTLO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-93
Closed -$1.43K – 396
2023
Q3 		$1.43K Buy
+93
New +$1.82K ﹤0.01% 492

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Legacy Financial Group (Iowa)'s PTLO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Portillo's (PTLO) in Q4 2023, closing a stake of 93 shares — an estimated $1.43K sold.

Legacy Financial Group (Iowa) first reported a position in PTLO in Q3 2023 and held it in 1 quarter. The position peaked at $1.43K in Q3 2023. 182 funds tracked by Wall St. Rank hold PTLO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Portillo's position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 93 Portillo's shares in Q4 2023, an estimated $1.43K.
  • Legacy Financial Group (Iowa) first reported a position in Portillo's in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Portillo's position peaked at $1.43K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Portillo's as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.