Capital Investment Advisory Services’s BM Technologies, Inc. BMTX Stock Holding History

Capital Investment Advisory Services’s Portfolio BMTX Stock Details BMTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,100	Closed	-$78.7K	–	1045
2024 Q4	$78.7K	Buy	+16,100	New	+$70.1K	0.01%	602

Capital Investment Advisory Services's BMTX Position: Q1 2025 in Review

Capital Investment Advisory Services sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 16,100 shares — an estimated $78.7K sold.

Capital Investment Advisory Services first reported a position in BMTX in Q4 2024 and held it in 1 quarter. The position peaked at $78.7K in Q4 2024. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

Capital Investment Advisory Services reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 16,100 BM Technologies, Inc. shares in Q1 2025, an estimated $78.7K.
Capital Investment Advisory Services first reported a position in BM Technologies, Inc. in Q4 2024 and held it in 1 quarter.
Capital Investment Advisory Services's BM Technologies, Inc. position peaked at $78.7K in Q4 2024.
0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Capital Investment Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.