Allworth Financial’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.3K | Buy |
8,861
+5,525
| +166% | +$22.5K | ﹤0.01% | 2724 |
|
|
2025
Q4 | $17.5K | Buy |
3,336
+865
| +35% | +$3.95K | ﹤0.01% | 2902 |
|
|
2025
Q3 | $10.7K | Buy |
2,471
+1,621
| +191% | +$8.01K | ﹤0.01% | 3094 |
|
|
2025
Q2 | $3.15K | Buy |
850
+67
| +9% | +$251 | ﹤0.01% | 3510 |
|
|
2025
Q1 | $2.57K | Sell |
783
-500
| -39% | -$2.28K | ﹤0.01% | 3106 |
|
|
2024
Q4 | $6.38K | Sell |
1,283
-10
| -0.8% | -$37 | ﹤0.01% | 2643 |
|
|
2024
Q3 | $3.65K | Buy |
1,293
+10
| +0.8% | +$39 | ﹤0.01% | 2705 |
|
|
2024
Q2 | $5.43K | Buy |
1,283
+500
| +64% | +$1.35K | ﹤0.01% | 2485 |
|
|
2024
Q1 | $2.07K | Hold |
783
| – | – | ﹤0.01% | 2790 |
|
|
2023
Q4 | $2.8K | Hold |
783
| – | – | ﹤0.01% | 2526 |
|
|
2023
Q3 | $2.7K | Sell |
783
-500
| -39% | -$2K | ﹤0.01% | 2398 |
|
|
2023
Q2 | $4.94K | Buy |
1,283
+1,000
| +353% | +$3.79K | ﹤0.01% | 2102 |
|
|
2023
Q1 | $1.45K | Sell |
283
-253
| -47% | -$1.19K | ﹤0.01% | 2538 |
|
|
2022
Q4 | $1.67K | Buy |
536
+253
| +89% | +$946 | ﹤0.01% | 2307 |
|
|
2022
Q3 | $1K | Hold |
283
| – | – | ﹤0.01% | 2493 |
|
|
2022
Q2 | $1K | Sell |
283
-1,634
| -85% | -$13.7K | ﹤0.01% | 2248 |
|
|
2022
Q1 | $19K | Buy |
1,917
+1,634
| +577% | +$22.6K | ﹤0.01% | 1285 |
|
|
2021
Q4 | $5K | Buy |
283
+200
| +241% | +$5.73K | ﹤0.01% | 1563 |
|
|
2021
Q3 | $3K | Sell |
83
-10
| -11% | -$467 | ﹤0.01% | 1626 |
|
|
2021
Q2 | $6K | Hold |
93
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q1 | $5K | Buy |
93
+10
| +12% | +$704 | ﹤0.01% | 1153 |
|
|
2020
Q4 | $5K | Sell |
83
-300
| -78% | -$12.8K | ﹤0.01% | 999 |
|
|
2020
Q3 | $10K | Sell |
383
-50
| -12% | -$1.28K | ﹤0.01% | 717 |
|
|
2020
Q2 | $11K | Sell |
433
-35
| -7% | -$691 | ﹤0.01% | 707 |
|
|
2020
Q1 | $5K | Buy |
468
+135
| +41% | +$2.93K | ﹤0.01% | 879 |
|
|
2019
Q4 | $9K | Hold |
333
| – | – | ﹤0.01% | 673 |
|
|
2019
Q3 | $6K | Hold |
333
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $11K | Buy |
333
+83
| +33% | +$2.23K | ﹤0.01% | 567 |
|
|
2019
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 624 |
|
|
2018
Q4 | $4K | Buy |
250
+100
| +67% | +$2.48K | ﹤0.01% | 657 |
|
|
2018
Q3 | $7K | Sell |
150
-250
| -63% | -$9.11K | ﹤0.01% | 611 |
|
|
2018
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 525 |
|
|
2017
Q4 | $10K | Buy |
+400
| New | +$9.12K | ﹤0.01% | 472 |
|
Other funds holding SFIX
DGI
WCAU
VCM
