Creative Planning’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 | $214K | Buy |
64,668
+34,082
| +111% | +$139K | ﹤0.01% | 3682 |
|
|
2025
Q4 | $161K | Buy |
30,586
+701
| +2% | +$3.2K | ﹤0.01% | 3618 |
|
|
2025
Q3 | $130K | Buy |
29,885
+17,348
| +138% | +$85.7K | ﹤0.01% | 3627 |
|
|
2025
Q2 | $46.4K | Buy |
+12,537
| New | +$46.9K | ﹤0.01% | 3529 |
|
|
2025
Q1 | – | Sell |
-13,243
| Closed | -$57.1K | – | 3694 |
|
|
2024
Q4 | $57.1K | Sell |
13,243
-12,234
| -48% | -$45.1K | ﹤0.01% | 3231 |
|
|
2024
Q3 | $71.8K | Buy |
25,477
+6,194
| +32% | +$24.1K | ﹤0.01% | 3060 |
|
|
2024
Q2 | $80K | Buy |
19,283
+2,754
| +17% | +$7.46K | ﹤0.01% | 2881 |
|
|
2024
Q1 | $43.6K | Buy |
16,529
+2,539
| +18% | +$7.82K | ﹤0.01% | 2794 |
|
|
2023
Q4 | $49.9K | Buy |
13,990
+3,349
| +31% | +$11.8K | ﹤0.01% | 2648 |
|
|
2023
Q3 | $36.7K | Buy |
+10,641
| New | +$42.5K | ﹤0.01% | 2519 |
|
|
2023
Q1 | – | Sell |
-10,189
| Closed | -$31.7K | – | 2763 |
|
|
2022
Q4 | $31.7K | Buy |
+10,189
| New | +$38.1K | ﹤0.01% | 2285 |
|
|
2021
Q3 | – | Sell |
-4,153
| Closed | -$250K | – | 2211 |
|
|
2021
Q2 | $250K | Sell |
4,153
-7,743
| -65% | -$396K | ﹤0.01% | 1667 |
|
|
2021
Q1 | $589K | Buy |
11,896
+17
| +0.1% | +$1.2K | ﹤0.01% | 1322 |
|
|
2020
Q4 | $698K | Buy |
11,879
+1,333
| +13% | +$57K | ﹤0.01% | 1133 |
|
|
2020
Q3 | $286K | Sell |
10,546
-1,108
| -10% | -$28.5K | ﹤0.01% | 1445 |
|
|
2020
Q2 | $291K | Sell |
11,654
-1,405
| -11% | -$27.7K | ﹤0.01% | 1323 |
|
|
2020
Q1 | $166K | Buy |
13,059
+1,178
| +10% | +$25.6K | ﹤0.01% | 1432 |
|
|
2019
Q4 | $305K | Sell |
11,881
-1,695
| -12% | -$39.4K | ﹤0.01% | 1396 |
|
|
2019
Q3 | $261K | Buy |
13,576
+1,468
| +12% | +$34.1K | ﹤0.01% | 1449 |
|
|
2019
Q2 | $387K | Sell |
12,108
-1,030
| -8% | -$27.6K | ﹤0.01% | 1219 |
|
|
2019
Q1 | $371K | Buy |
13,138
+2,028
| +18% | +$50.4K | ﹤0.01% | 1209 |
|
|
2018
Q4 | $190K | Buy |
+11,110
| New | +$275K | ﹤0.01% | 1518 |
|
Other funds holding SFIX
DGI
WCAU
VCM
