Dakota Wealth Management’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
12,942
-31,493
| -71% | -$1.06M | 0.01% | 539 |
|
|
2025
Q1 | $1.34M | Sell |
44,435
-18,821
| -30% | -$570K | 0.03% | 320 |
|
|
2024
Q4 | $2.61M | Hold |
63,256
| – | – | 0.06% | 228 |
|
|
2024
Q3 | $2.24M | Hold |
63,256
| – | – | 0.05% | 256 |
|
|
2024
Q2 | $1.57M | Hold |
63,256
| – | – | 0.04% | 291 |
|
|
2024
Q1 | $1.61M | Buy |
+63,256
| New | +$1.61M | 0.04% | 290 |
|