Steward Partners Investment Advisory’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$7.31K Hold
2025
Q3
$6.23K Hold
2025
Q2
$7.56K Hold
2025
Q1
$6.81K Hold
2024
Q4
$9.28K Buy