Stoneridge Investment Partners’s Portillo's PTLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,605
Closed -$118K 148
2024
Q4
$118K Buy
12,605
+2,396
+23% +$22.4K 0.04% 114
2024
Q3
$138K Hold
10,209
0.05% 99
2024
Q2
$99K Hold
10,209
0.04% 114
2024
Q1
$145K Buy
+10,209
New +$145K 0.06% 103