Principal Financial Group’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,749
| Closed | -$28.4K | – | 2450 |
|
|
2024
Q1 | $28.4K | Buy |
10,749
+98
| +0.9% | +$259 | ﹤0.01% | 2386 |
|
|
2023
Q4 | $38K | Sell |
10,651
-426
| -4% | -$1.52K | ﹤0.01% | 2350 |
|
|
2023
Q3 | $38.2K | Buy |
+11,077
| New | +$38.2K | ﹤0.01% | 2366 |
|
|
2022
Q2 | – | Sell |
-14,910
| Closed | -$150K | – | 2632 |
|
|
2022
Q1 | $150K | Buy |
14,910
+1,061
| +8% | +$10.7K | ﹤0.01% | 2385 |
|
|
2021
Q4 | $262K | Buy |
13,849
+1,453
| +12% | +$27.5K | ﹤0.01% | 2285 |
|
|
2021
Q3 | $495K | Buy |
12,396
+2,949
| +31% | +$118K | ﹤0.01% | 2172 |
|
|
2021
Q2 | $570K | Sell |
9,447
-2,160
| -19% | -$130K | ﹤0.01% | 2182 |
|
|
2021
Q1 | $575K | Sell |
11,607
-1,901
| -14% | -$94.2K | ﹤0.01% | 2120 |
|
|
2020
Q4 | $793K | Buy |
13,508
+5,682
| +73% | +$334K | ﹤0.01% | 1996 |
|
|
2020
Q3 | $212K | Sell |
7,826
-1,013
| -11% | -$27.4K | ﹤0.01% | 2190 |
|
|
2020
Q2 | $220K | Buy |
+8,839
| New | +$220K | ﹤0.01% | 2167 |
|
|
2019
Q4 | – | Sell |
-32,493
| Closed | -$625K | – | 2273 |
|
|
2019
Q3 | $625K | Buy |
32,493
+2,448
| +8% | +$47.1K | ﹤0.01% | 1903 |
|
|
2019
Q2 | $961K | Buy |
+30,045
| New | +$961K | ﹤0.01% | 1846 |
|