IFP Advisors’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 | $1.23K | Buy |
371
+125
| +51% | +$510 | ﹤0.01% | 4138 |
|
|
2025
Q4 | $1.29K | Buy |
246
+155
| +170% | +$707 | ﹤0.01% | 3987 |
|
|
2025
Q3 | $396 | Buy |
+91
| New | +$449 | ﹤0.01% | 4244 |
|
|
2025
Q2 | – | Sell |
-44
| Closed | -$165 | – | 4275 |
|
|
2025
Q1 | $143 | Sell |
44
-37
| -46% | -$169 | ﹤0.01% | 3764 |
|
|
2024
Q4 | $349 | Buy |
81
+44
| +119% | +$162 | ﹤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% | -$801 | ﹤0.01% | 2960 |
|
|
2023
Q3 | $911 | Buy |
264
+12
| +5% | +$48 | ﹤0.01% | 3018 |
|
|
2023
Q2 | $970 | Buy |
252
+25
| +11% | +$95 | ﹤0.01% | 3087 |
|
|
2023
Q1 | $4.31K | Sell |
227
-1,741
| -88% | -$8.15K | ﹤0.01% | 2630 |
|
|
2022
Q4 | $48K | Buy |
1,968
+90
| +5% | +$337 | ﹤0.01% | 2280 |
|
|
2022
Q3 | $42K | Buy |
1,878
+1,082
| +136% | +$6.14K | ﹤0.01% | 2510 |
|
|
2022
Q2 | $16K | Hold |
796
| – | – | ﹤0.01% | 3053 |
|
|
2022
Q1 | $16K | Buy |
796
+569
| +251% | +$7.86K | ﹤0.01% | 3053 |
|
|
2021
Q4 | $5K | Hold |
227
| – | – | ﹤0.01% | 2510 |
|
|
2021
Q3 | $9K | Hold |
227
| – | – | ﹤0.01% | 2334 |
|
|
2021
Q2 | $13K | Hold |
227
| – | – | ﹤0.01% | 2125 |
|
|
2021
Q1 | $11K | Hold |
227
| – | – | ﹤0.01% | 2108 |
|
|
2020
Q4 | $13K | Hold |
227
| – | – | ﹤0.01% | 1965 |
|
|
2020
Q3 | $6K | Sell |
227
-1,610
| -88% | -$41.3K | ﹤0.01% | 2119 |
|
|
2020
Q2 | $47K | Sell |
1,837
-500
| -21% | -$9.87K | ﹤0.01% | 1247 |
|
|
2020
Q1 | $34K | Buy |
2,337
+45
| +2% | +$976 | ﹤0.01% | 1287 |
|
|
2019
Q4 | $59K | Sell |
2,292
-688
| -23% | -$16K | ﹤0.01% | 1190 |
|
|
2019
Q3 | $55K | Buy |
+2,980
| New | +$69.2K | ﹤0.01% | 1330 |
|
|
2019
Q1 | $0 | Sell |
10
-3,050
| -100% | -$75.7K | ﹤0.01% | 3270 |
|
|
2018
Q4 | $53K | Buy |
3,060
+177
| +6% | +$4.38K | ﹤0.01% | 1583 |
|
|
2018
Q3 | $126K | Buy |
2,883
+2,763
| +2,303% | +$101K | 0.01% | 1340 |
|
|
2018
Q2 | $3K | Buy |
+120
| New | +$2.72K | ﹤0.01% | 3506 |
|
Other funds holding SFIX
DGI
WCAU
VCM
