IFP Advisors’s Stitch Fix SFIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-44
Closed -$143 4275
2025
Q1
$143 Sell
44
-37
-46% -$120 ﹤0.01% 3764
2024
Q4
$349 Buy
81
+44
+119% +$190 ﹤0.01% 3518
2024
Q3
$104 Hold
37
﹤0.01% 3235
2024
Q2
$154 Hold
37
﹤0.01% 3153
2024
Q1
$98 Hold
37
﹤0.01% 3061
2023
Q4
$132 Sell
37
-227
-86% -$810 ﹤0.01% 2960
2023
Q3
$911 Buy
264
+12
+5% +$41 ﹤0.01% 3018
2023
Q2
$970 Buy
252
+25
+11% +$96 ﹤0.01% 3087
2023
Q1
$4.31K Sell
227
-1,741
-88% -$33K ﹤0.01% 2630
2022
Q4
$48K Buy
1,968
+90
+5% +$2.2K ﹤0.01% 2280
2022
Q3
$42K Buy
1,878
+1,082
+136% +$24.2K ﹤0.01% 2511
2022
Q2
$16K Hold
796
﹤0.01% 3054
2022
Q1
$16K Buy
796
+569
+251% +$11.4K ﹤0.01% 3054
2021
Q4
$5K Hold
227
﹤0.01% 2466
2021
Q3
$9K Hold
227
﹤0.01% 2278
2021
Q2
$13K Hold
227
﹤0.01% 2117
2021
Q1
$11K Hold
227
﹤0.01% 2096
2020
Q4
$13K Hold
227
﹤0.01% 1961
2020
Q3
$6K Sell
227
-1,610
-88% -$42.6K ﹤0.01% 2107
2020
Q2
$47K Sell
1,837
-500
-21% -$12.8K ﹤0.01% 1246
2020
Q1
$34K Buy
2,337
+45
+2% +$655 ﹤0.01% 1284
2019
Q4
$59K Sell
2,292
-688
-23% -$17.7K ﹤0.01% 1190
2019
Q3
$55K Buy
+2,980
New +$55K ﹤0.01% 1330
2019
Q1
$0 Sell
10
-3,050
-100% ﹤0.01% 3235
2018
Q4
$53K Buy
3,060
+177
+6% +$3.07K ﹤0.01% 1572
2018
Q3
$126K Buy
2,883
+2,763
+2,303% +$121K 0.01% 1334
2018
Q2
$3K Buy
+120
New +$3K ﹤0.01% 3455
2016
Q2
Sell
-10
Closed 4142
2016
Q1
$0 Buy
+10
New ﹤0.01% 3269