Moody National Bank Trust Division’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
+35,206
New +$1.18M 0.11% 207
2024
Q2
Sell
-15,639
Closed -$398K 465
2024
Q1
$398K Buy
15,639
+7,316
+88% +$186K 0.03% 359
2023
Q4
$231K Buy
+8,323
New +$231K 0.02% 436