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 |
|