Capstone Investment Advisors’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
+10,882
| New | +$365K | ﹤0.01% | 656 |
|
|
2024
Q2 | – | Sell |
-146,368
| Closed | -$3.73M | – | 1261 |
|
|
2024
Q1 | $3.73M | Buy |
146,368
+21,296
| +17% | +$543K | 0.01% | 207 |
|
|
2023
Q4 | $3.47M | Buy |
125,072
+25,035
| +25% | +$695K | 0.01% | 182 |
|
|
2023
Q3 | $3.45M | Buy |
+100,037
| New | +$3.45M | 0.02% | 203 |
|