Principal Securities’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.02K Sell
209
-416
-67% -$14K ﹤0.01% 2766
2025
Q1
$25.8K Hold
625
﹤0.01% 2076
2024
Q4
$25.8K Hold
625
﹤0.01% 2070
2024
Q3
$22.1K Buy
+625
New +$22.1K ﹤0.01% 2072