Portillos shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Portillos
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Quarterly reported holdings in Portillos by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 59k | 6.45 |
| 2025-06-30 | $277k | 24k | 11.67 |
| 2025-03-31 | $282k | 24k | 11.89 |
| 2024-12-31 | $242k | 26k | 9.40 |
| 2024-09-30 | $424k | 32k | 13.47 |
| 2024-06-30 | $365k | 38k | 9.72 |
| 2024-03-31 | $362k | 26k | 14.18 |
| 2023-09-30 | $347k | 23k | 15.39 |
| 2023-06-30 | $532k | 24k | 22.53 |
| 2023-03-31 | $506k | 24k | 21.37 |
| 2022-12-31 | $370k | 23k | 16.32 |
| 2022-09-30 | $497k | 25k | 19.69 |
| 2022-06-30 | $371k | 23k | 16.35 |
| 2022-03-31 | $556k | 23k | 24.54 |
| 2021-12-31 | $475k | 13k | 37.54 |
More positions owned by Capstone Financial Advisors
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