Creative Planning’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4K | Buy |
+12,537
| New | +$46.4K | ﹤0.01% | 3505 |
|
|
2025
Q1 | – | Sell |
-13,243
| Closed | -$57.1K | – | 3660 |
|
|
2024
Q4 | $57.1K | Sell |
13,243
-12,234
| -48% | -$52.7K | ﹤0.01% | 3218 |
|
|
2024
Q3 | $71.8K | Buy |
25,477
+6,194
| +32% | +$17.5K | ﹤0.01% | 3060 |
|
|
2024
Q2 | $80K | Buy |
19,283
+2,754
| +17% | +$11.4K | ﹤0.01% | 2863 |
|
|
2024
Q1 | $43.6K | Buy |
16,529
+2,539
| +18% | +$6.7K | ﹤0.01% | 2776 |
|
|
2023
Q4 | $49.9K | Buy |
13,990
+3,349
| +31% | +$12K | ﹤0.01% | 2633 |
|
|
2023
Q3 | $36.7K | Buy |
+10,641
| New | +$36.7K | ﹤0.01% | 2500 |
|
|
2023
Q1 | – | Sell |
-10,189
| Closed | -$31.7K | – | 2632 |
|
|
2022
Q4 | $31.7K | Buy |
+10,189
| New | +$31.7K | ﹤0.01% | 2263 |
|
|
2021
Q3 | – | Sell |
-4,153
| Closed | -$250K | – | 2126 |
|
|
2021
Q2 | $250K | Sell |
4,153
-7,743
| -65% | -$466K | ﹤0.01% | 1658 |
|
|
2021
Q1 | $589K | Buy |
11,896
+17
| +0.1% | +$842 | ﹤0.01% | 1302 |
|
|
2020
Q4 | $698K | Buy |
11,879
+1,333
| +13% | +$78.3K | ﹤0.01% | 1119 |
|
|
2020
Q3 | $286K | Sell |
10,546
-1,108
| -10% | -$30K | ﹤0.01% | 1425 |
|
|
2020
Q2 | $291K | Sell |
11,654
-1,405
| -11% | -$35.1K | ﹤0.01% | 1308 |
|
|
2020
Q1 | $166K | Buy |
13,059
+1,178
| +10% | +$15K | ﹤0.01% | 1418 |
|
|
2019
Q4 | $305K | Sell |
11,881
-1,695
| -12% | -$43.5K | ﹤0.01% | 1387 |
|
|
2019
Q3 | $261K | Buy |
13,576
+1,468
| +12% | +$28.2K | ﹤0.01% | 1440 |
|
|
2019
Q2 | $387K | Sell |
12,108
-1,030
| -8% | -$32.9K | ﹤0.01% | 1213 |
|
|
2019
Q1 | $371K | Buy |
13,138
+2,028
| +18% | +$57.3K | ﹤0.01% | 1200 |
|
|
2018
Q4 | $190K | Buy |
+11,110
| New | +$190K | ﹤0.01% | 1511 |
|