IFP 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 | $176K | Buy |
4,952
+4,485
| +960% | +$160K | 0.01% | 1331 |
|
|
2025
Q1 | $14.1K | Buy |
467
+262
| +128% | +$7.93K | ﹤0.01% | 2446 |
|
|
2024
Q4 | $8.46K | Buy |
+205
| New | +$8.46K | ﹤0.01% | 2590 |
|
|
2024
Q2 | – | Sell |
-371
| Closed | -$9.45K | – | 3289 |
|
|
2024
Q1 | $9.45K | Buy |
+371
| New | +$9.45K | ﹤0.01% | 2253 |
|