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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $130K | Buy |
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|
2025
Q2 | $46.4K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $57.1K | Sell |
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|
2024
Q3 | $71.8K | Buy |
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|
2024
Q2 | $80K | Buy |
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|
2024
Q1 | $43.6K | Buy |
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|
2023
Q4 | $49.9K | Buy |
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|
2023
Q3 | $36.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $31.7K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $698K | Buy |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $261K | Buy |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $190K | Buy |
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