LPL Financial’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 | $1.08M | Buy |
92,460
+8,725
| +10% | +$102K | ﹤0.01% | 3650 |
|
|
2025
Q1 | $996K | Buy |
83,735
+22,895
| +38% | +$272K | ﹤0.01% | 3530 |
|
|
2024
Q4 | $572K | Sell |
60,840
-6,050
| -9% | -$56.9K | ﹤0.01% | 3923 |
|
|
2024
Q3 | $901K | Buy |
66,890
+9,511
| +17% | +$128K | ﹤0.01% | 3441 |
|
|
2024
Q2 | $558K | Buy |
57,379
+3,651
| +7% | +$35.5K | ﹤0.01% | 3728 |
|
|
2024
Q1 | $762K | Buy |
53,728
+619
| +1% | +$8.78K | ﹤0.01% | 3387 |
|
|
2023
Q4 | $846K | Buy |
53,109
+1,769
| +3% | +$28.2K | ﹤0.01% | 3161 |
|
|
2023
Q3 | $790K | Sell |
51,340
-13,720
| -21% | -$211K | ﹤0.01% | 3079 |
|
|
2023
Q2 | $1.47M | Sell |
65,060
-705
| -1% | -$15.9K | ﹤0.01% | 2511 |
|
|
2023
Q1 | $1.41M | Buy |
65,765
+552
| +0.8% | +$11.8K | ﹤0.01% | 2469 |
|
|
2022
Q4 | $1.06M | Sell |
65,213
-850
| -1% | -$13.9K | ﹤0.01% | 2582 |
|
|
2022
Q3 | $1.3M | Buy |
66,063
+154
| +0.2% | +$3.03K | ﹤0.01% | 2329 |
|
|
2022
Q2 | $1.08M | Buy |
+65,909
| New | +$1.08M | ﹤0.01% | 2523 |
|