LPL Financial’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 | $91.2K | Sell |
27,542
-1,401
| -5% | -$5.71K | ﹤0.01% | 5690 |
|
|
2025
Q4 | $152K | Buy |
28,943
+11,670
| +68% | +$53.2K | ﹤0.01% | 5527 |
|
|
2025
Q3 | $75.1K | Sell |
17,273
-1,480
| -8% | -$7.31K | ﹤0.01% | 5568 |
|
|
2025
Q2 | $69.4K | Buy |
18,753
+315
| +2% | +$1.18K | ﹤0.01% | 5322 |
|
|
2025
Q1 | $59.9K | Sell |
18,438
-63,617
| -78% | -$290K | ﹤0.01% | 5132 |
|
|
2024
Q4 | $354K | Buy |
82,055
+62,258
| +314% | +$229K | ﹤0.01% | 4383 |
|
|
2024
Q3 | $55.8K | Sell |
19,797
-11,699
| -37% | -$45.5K | ﹤0.01% | 4985 |
|
|
2024
Q2 | $131K | Buy |
31,496
+16,596
| +111% | +$45K | ﹤0.01% | 4681 |
|
|
2024
Q1 | $39.3K | Sell |
14,900
-1,803
| -11% | -$5.55K | ﹤0.01% | 4788 |
|
|
2023
Q4 | $59.6K | Sell |
16,703
-1,724
| -9% | -$6.08K | ﹤0.01% | 4630 |
|
|
2023
Q3 | $63.6K | Sell |
18,427
-2,040
| -10% | -$8.16K | ﹤0.01% | 4486 |
|
|
2023
Q2 | $78.8K | Buy |
20,467
+1,348
| +7% | +$5.11K | ﹤0.01% | 4369 |
|
|
2023
Q1 | $97.7K | Buy |
19,119
+3,357
| +21% | +$15.7K | ﹤0.01% | 4211 |
|
|
2022
Q4 | $49K | Sell |
15,762
-2,140
| -12% | -$8K | ﹤0.01% | 4258 |
|
|
2022
Q3 | $71K | Buy |
17,902
+3,333
| +23% | +$18.9K | ﹤0.01% | 4179 |
|
|
2022
Q2 | $72K | Sell |
14,569
-2,554
| -15% | -$21.4K | ﹤0.01% | 4187 |
|
|
2022
Q1 | $172K | Sell |
17,123
-5,426
| -24% | -$75K | ﹤0.01% | 3863 |
|
|
2021
Q4 | $427K | Sell |
22,549
-11,572
| -34% | -$332K | ﹤0.01% | 3415 |
|
|
2021
Q3 | $1.36M | Sell |
34,121
-396
| -1% | -$18.5K | ﹤0.01% | 2361 |
|
|
2021
Q2 | $2.08M | Buy |
34,517
+1,741
| +5% | +$89.1K | ﹤0.01% | 1944 |
|
|
2021
Q1 | $1.62M | Sell |
32,776
-4,941
| -13% | -$348K | ﹤0.01% | 2000 |
|
|
2020
Q4 | $2.21M | Sell |
37,717
-11,754
| -24% | -$503K | ﹤0.01% | 1614 |
|
|
2020
Q3 | $1.34M | Buy |
49,471
+22,670
| +85% | +$582K | ﹤0.01% | 1710 |
|
|
2020
Q2 | $668K | Buy |
26,801
+5,971
| +29% | +$118K | ﹤0.01% | 2149 |
|
|
2020
Q1 | $265K | Sell |
20,830
-2,907
| -12% | -$63.1K | ﹤0.01% | 2593 |
|
|
2019
Q4 | $609K | Buy |
23,737
+1,876
| +9% | +$43.6K | ﹤0.01% | 2203 |
|
|
2019
Q3 | $421K | Sell |
21,861
-8,699
| -28% | -$202K | ﹤0.01% | 2406 |
|
|
2019
Q2 | $978K | Buy |
30,560
+11,073
| +57% | +$297K | ﹤0.01% | 1738 |
|
|
2019
Q1 | $550K | Buy |
19,487
+3,681
| +23% | +$91.4K | ﹤0.01% | 2163 |
|
|
2018
Q4 | $270K | Sell |
15,806
-115,561
| -88% | -$2.86M | ﹤0.01% | 2552 |
|
|
2018
Q3 | $5.75M | Buy |
131,367
+38,667
| +42% | +$1.41M | 0.01% | 680 |
|
|
2018
Q2 | $2.54M | Buy |
+92,700
| New | +$2.1M | 0.01% | 993 |
|
Other funds holding SFIX
DGI
WCAU
VCM
