HighTower 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 | $1.17M | Buy |
34,858
+12,451
| +56% | +$418K | ﹤0.01% | 1903 |
|
|
2025
Q1 | $678K | Sell |
22,407
-378,403
| -94% | -$11.5M | ﹤0.01% | 2221 |
|
|
2024
Q4 | $16.5M | Sell |
400,810
-1,681
| -0.4% | -$69.3K | 0.02% | 583 |
|
|
2024
Q3 | $14.2M | Sell |
402,491
-32,476
| -7% | -$1.15M | 0.02% | 619 |
|
|
2024
Q2 | $10.8M | Sell |
434,967
-4,371
| -1% | -$109K | 0.02% | 690 |
|
|
2024
Q1 | $11.2M | Buy |
+439,338
| New | +$11.2M | 0.02% | 660 |
|