Charles Schwab’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 | $7.06M | Buy |
2,133,141
+134,225
| +7% | +$548K | ﹤0.01% | 2249 |
|
|
2025
Q4 | $10.5M | Buy |
1,998,916
+297,485
| +17% | +$1.36M | ﹤0.01% | 2118 |
|
|
2025
Q3 | $7.4M | Buy |
1,701,431
+288,849
| +20% | +$1.43M | ﹤0.01% | 2263 |
|
|
2025
Q2 | $5.23M | Buy |
1,412,582
+349,664
| +33% | +$1.31M | ﹤0.01% | 2323 |
|
|
2025
Q1 | $3.45M | Sell |
1,062,918
-162,242
| -13% | -$739K | ﹤0.01% | 2423 |
|
|
2024
Q4 | $5.28M | Sell |
1,225,160
-272,200
| -18% | -$1M | ﹤0.01% | 2310 |
|
|
2024
Q3 | $4.22M | Sell |
1,497,360
-335,898
| -18% | -$1.31M | ﹤0.01% | 2455 |
|
|
2024
Q2 | $7.61M | Sell |
1,833,258
-308,888
| -14% | -$837K | ﹤0.01% | 2166 |
|
|
2024
Q1 | $5.66M | Buy |
2,142,146
+120,261
| +6% | +$370K | ﹤0.01% | 2237 |
|
|
2023
Q4 | $7.22M | Buy |
2,021,885
+99,914
| +5% | +$353K | ﹤0.01% | 2158 |
|
|
2023
Q3 | $6.63M | Buy |
1,921,971
+216,988
| +13% | +$868K | ﹤0.01% | 2123 |
|
|
2023
Q2 | $6.56M | Buy |
1,704,983
+309,653
| +22% | +$1.17M | ﹤0.01% | 2112 |
|
|
2023
Q1 | $7.13M | Buy |
1,395,330
+100,246
| +8% | +$470K | ﹤0.01% | 2037 |
|
|
2022
Q4 | $4.03M | Buy |
1,295,084
+294,070
| +29% | +$1.1M | ﹤0.01% | 2320 |
|
|
2022
Q3 | $3.96M | Buy |
1,001,014
+155,744
| +18% | +$884K | ﹤0.01% | 2346 |
|
|
2022
Q2 | $4.18M | Buy |
845,270
+113,525
| +16% | +$949K | ﹤0.01% | 2262 |
|
|
2022
Q1 | $7.37M | Buy |
731,745
+86,125
| +13% | +$1.19M | ﹤0.01% | 2100 |
|
|
2021
Q4 | $12.2M | Buy |
645,620
+138,294
| +27% | +$3.96M | ﹤0.01% | 1896 |
|
|
2021
Q3 | $20.3M | Buy |
507,326
+57,471
| +13% | +$2.69M | 0.01% | 1572 |
|
|
2021
Q2 | $27.1M | Buy |
449,855
+42,792
| +11% | +$2.19M | 0.01% | 1332 |
|
|
2021
Q1 | $20.2M | Buy |
407,063
+5,203
| +1% | +$366K | 0.01% | 1523 |
|
|
2020
Q4 | $23.6M | Buy |
401,860
+13,889
| +4% | +$594K | 0.01% | 1280 |
|
|
2020
Q3 | $10.5M | Buy |
387,971
+135,783
| +54% | +$3.49M | ﹤0.01% | 1657 |
|
|
2020
Q2 | $6.29M | Buy |
252,188
+34,888
| +16% | +$689K | ﹤0.01% | 1912 |
|
|
2020
Q1 | $2.76M | Buy |
217,300
+5,718
| +3% | +$124K | ﹤0.01% | 2129 |
|
|
2019
Q4 | $5.43M | Buy |
211,582
+12,862
| +6% | +$299K | ﹤0.01% | 1978 |
|
|
2019
Q3 | $3.83M | Buy |
198,720
+27,600
| +16% | +$641K | ﹤0.01% | 2113 |
|
|
2019
Q2 | $5.47M | Buy |
171,120
+83,335
| +95% | +$2.24M | ﹤0.01% | 1932 |
|
|
2019
Q1 | $2.48M | Buy |
87,785
+6,706
| +8% | +$167K | ﹤0.01% | 2291 |
|
|
2018
Q4 | $1.39M | Buy |
81,079
+28,357
| +54% | +$702K | ﹤0.01% | 2438 |
|
|
2018
Q3 | $2.31M | Buy |
+52,722
| New | +$1.92M | ﹤0.01% | 2385 |
|
Other funds holding SFIX
DGI
WCAU
VCM
