First Trust 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 | $33.2M | Buy |
988,766
+72,806
| +8% | +$2.44M | 0.03% | 738 |
|
|
2025
Q1 | $27.7M | Sell |
915,960
-29,703
| -3% | -$899K | 0.02% | 758 |
|
|
2024
Q4 | $39M | Buy |
945,663
+197,283
| +26% | +$8.14M | 0.03% | 634 |
|
|
2024
Q3 | $26.5M | Sell |
748,380
-179,342
| -19% | -$6.35M | 0.03% | 703 |
|
|
2024
Q2 | $23.1M | Buy |
927,722
+70,419
| +8% | +$1.75M | 0.02% | 741 |
|
|
2024
Q1 | $21.8M | Buy |
857,303
+789,545
| +1,165% | +$20.1M | 0.02% | 762 |
|
|
2023
Q4 | $1.88M | Sell |
67,758
-834
| -1% | -$23.2K | ﹤0.01% | 1751 |
|
|
2023
Q3 | $2.37M | Buy |
+68,592
| New | +$2.37M | ﹤0.01% | 1616 |
|