Advisory Research’s Stitch Fix SFIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,546
Closed -$214K 405
2021
Q2
$214K Buy
+3,546
New +$214K 0.01% 321
2019
Q3
Sell
-72,951
Closed -$2.33M 356
2019
Q2
$2.33M Buy
72,951
+18,984
+35% +$607K 0.05% 181
2019
Q1
$1.52M Sell
53,967
-1,862
-3% -$52.5K 0.03% 206
2018
Q4
$954K Sell
55,829
-112,038
-67% -$1.91M 0.02% 241
2018
Q3
$7.35M Sell
167,867
-110,229
-40% -$4.83M 0.12% 123
2018
Q2
$7.63M Buy
278,096
+149,657
+117% +$4.11M 0.12% 127
2018
Q1
$2.61M Buy
128,439
+102,798
+401% +$2.08M 0.05% 191
2017
Q4
$662K Buy
+25,641
New +$662K 0.01% 304