Raymond James Financial’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5M Buy
700,975
+155,816
+29% +$5.23M 0.01% 1239
2025
Q1
$16.5M Buy
545,159
+251,104
+85% +$7.6M 0.01% 1455
2024
Q4
$12.1M Buy
+294,055
New +$12.1M ﹤0.01% 1685