Osaic Holdings’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
41,171
+40,766
| +10,066% | +$1.67M | ﹤0.01% | 1792 |
|
|
2025
Q1 | $12.3K | Sell |
405
-39,582
| -99% | -$1.2M | ﹤0.01% | 5623 |
|
|
2024
Q4 | $1.65M | Buy |
39,987
+39,964
| +173,757% | +$1.65M | ﹤0.01% | 1808 |
|
|
2024
Q3 | $813 | Hold |
23
| – | – | ﹤0.01% | 6698 |
|
|
2024
Q2 | $572 | Hold |
23
| – | – | ﹤0.01% | 6753 |
|
|
2024
Q1 | $586 | Sell |
23
-75
| -77% | -$1.91K | ﹤0.01% | 6607 |
|
|
2023
Q4 | $2.72K | Sell |
98
-909
| -90% | -$25.2K | ﹤0.01% | 6306 |
|
|
2023
Q3 | $34.7K | Buy |
+1,007
| New | +$34.7K | ﹤0.01% | 5224 |
|