Sandia Investment Management’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
+15,000
New +$504K 1.29% 27
2024
Q2
Sell
-4,000
Closed -$102K 109
2024
Q1
$102K Sell
4,000
-2,000
-33% -$51K 0.1% 85
2023
Q4
$167K Sell
6,000
-9,000
-60% -$250K 0.11% 83
2023
Q3
$518K Buy
+15,000
New +$518K 0.14% 88