Citadel Advisors’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,664
| Closed | -$71.7K | – | 7278 |
|
|
2024
Q4 | $71.7K | Buy |
14,664
+1,867
| +15% | +$9.13K | ﹤0.01% | 5334 |
|
|
2024
Q3 | $43.5K | Sell |
12,797
-3,355
| -21% | -$11.4K | ﹤0.01% | 5155 |
|
|
2024
Q2 | $36.3K | Buy |
+16,152
| New | +$36.3K | ﹤0.01% | 5267 |
|
|
2024
Q1 | – | Sell |
-13,117
| Closed | -$26.9K | – | 6964 |
|
|
2023
Q4 | $26.9K | Buy |
+13,117
| New | +$26.9K | ﹤0.01% | 5301 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$21 | – | 6659 |
|
|
2023
Q2 | $21 | Buy |
+7
| New | +$21 | ﹤0.01% | 5730 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6696 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6846 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6870 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7080 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7275 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7350 |
|
|
2021
Q3 | – | Sell |
-28,401
| Closed | -$267K | – | 7241 |
|
|
2021
Q2 | $267K | Buy |
28,401
+10,176
| +56% | +$95.7K | ﹤0.01% | 5327 |
|
|
2021
Q1 | $212K | Buy |
+18,225
| New | +$212K | ﹤0.01% | 5356 |
|