Corient Private Wealth’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
23,249
+300
+1% +$10.1K ﹤0.01% 1558
2025
Q1
$694K Sell
22,949
-7,115
-24% -$215K ﹤0.01% 1440
2024
Q4
$1.24M Buy
+30,064
New +$1.24M ﹤0.01% 1220