Bank of America’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.4M Sell
874,958
-568,255
-39% -$19.1M ﹤0.01% 1891
2025
Q1
$43.7M Buy
1,443,213
+1,166,516
+422% +$35.3M ﹤0.01% 1508
2024
Q4
$11.4M Buy
276,697
+21,425
+8% +$884K ﹤0.01% 2395
2024
Q3
$9.03M Buy
255,272
+77,465
+44% +$2.74M ﹤0.01% 2706
2024
Q2
$4.43M Buy
177,807
+3,362
+2% +$83.7K ﹤0.01% 3188
2024
Q1
$4.44M Buy
174,445
+83,669
+92% +$2.13M ﹤0.01% 3151
2023
Q4
$2.52M Buy
90,776
+69,695
+331% +$1.94M ﹤0.01% 3456
2023
Q3
$727K Buy
+21,081
New +$727K ﹤0.01% 4238