Steward Partners Investment Advisory’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 | $3.34K | Hold |
286
| – | – | ﹤0.01% | 3601 |
|
|
2025
Q1 | $3.4K | Hold |
286
| – | – | ﹤0.01% | 3494 |
|
|
2024
Q4 | $2.69K | Hold |
286
| – | – | ﹤0.01% | 3565 |
|
|
2024
Q3 | $3.85K | Hold |
286
| – | – | ﹤0.01% | 3266 |
|
|
2024
Q2 | $2.78K | Hold |
286
| – | – | ﹤0.01% | 3216 |
|
|
2024
Q1 | $4.06K | Hold |
286
| – | – | ﹤0.01% | 3107 |
|
|
2023
Q4 | $4.56K | Hold |
286
| – | – | ﹤0.01% | 2994 |
|
|
2023
Q3 | $4.4K | Hold |
286
| – | – | ﹤0.01% | 2870 |
|
|
2023
Q2 | $6.44K | Hold |
286
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q1 | $6.11K | Hold |
286
| – | – | ﹤0.01% | 2717 |
|
|
2022
Q4 | $4.67K | Sell |
286
-555
| -66% | -$9.06K | ﹤0.01% | 2797 |
|
|
2022
Q3 | $17K | Hold |
841
| – | – | ﹤0.01% | 2298 |
|
|
2022
Q2 | $14K | Hold |
841
| – | – | ﹤0.01% | 2389 |
|
|
2022
Q1 | $21K | Sell |
841
-5
| -0.6% | -$125 | ﹤0.01% | 2343 |
|
|
2021
Q4 | $32K | Buy |
+846
| New | +$32K | ﹤0.01% | 2106 |
|