Focus Partners 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 | $31.2M | Buy |
928,542
+10,929
| +1% | +$367K | 0.07% | 266 |
|
|
2025
Q1 | $27.8M | Sell |
917,613
-24,910
| -3% | -$754K | 0.07% | 265 |
|
|
2024
Q4 | $38.9M | Buy |
+942,523
| New | +$38.9M | 0.1% | 194 |
|
|
2024
Q3 | – | Sell |
-1,062,600
| Closed | -$25.9M | – | 1642 |
|
|
2024
Q2 | $25.9M | Sell |
1,062,600
-23,539
| -2% | -$573K | 0.09% | 210 |
|
|
2024
Q1 | $24.5M | Buy |
+1,086,139
| New | +$24.5M | 0.2% | 131 |
|