Steward Partners Investment Advisory’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.56K Hold
225
﹤0.01% 3329
2025
Q1
$6.81K Hold
225
﹤0.01% 3276
2024
Q4
$9.28K Buy
+225
New +$9.28K ﹤0.01% 3127