SWP
SFIX

Strategic Wealth Partners’s Stitch Fix SFIX Stock Holding History

Strategic Wealth Partners’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$559 Hold
169
– – ﹤0.01% 1310
2025
Q4 		$887 Hold
169
– – ﹤0.01% 1296
2025
Q3 		$735 Hold
169
– – ﹤0.01% 1232
2025
Q2 		$625 Buy
+169
New +$633 ﹤0.01% 1072
2019
Q4 		– Sell
-569
Closed -$7.7K – 437
2019
Q3 		$7.7K Hold
569
– – 0.04% 155
2019
Q2 		$18K Hold
569
– – 0.01% 378
2019
Q1 		$16K Buy
+569
New +$14.1K 0.01% 405

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