Charles Schwab’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
608,947
+158,786
| +35% | +$5.33M | ﹤0.01% | 1659 |
|
|
2025
Q1 | $13.6M | Sell |
450,161
-14,298
| -3% | -$433K | ﹤0.01% | 1813 |
|
|
2024
Q4 | $19.2M | Buy |
464,459
+40,102
| +9% | +$1.65M | ﹤0.01% | 1725 |
|
|
2024
Q3 | $15M | Buy |
424,357
+91,824
| +28% | +$3.25M | ﹤0.01% | 1849 |
|
|
2024
Q2 | $8.28M | Buy |
332,533
+196,373
| +144% | +$4.89M | ﹤0.01% | 2135 |
|
|
2024
Q1 | $3.47M | Sell |
136,160
-1,416
| -1% | -$36.1K | ﹤0.01% | 2422 |
|
|
2023
Q4 | $3.82M | Buy |
+137,576
| New | +$3.82M | ﹤0.01% | 2419 |
|