Covestor’s BM Technologies, Inc. BMTX Stock Holding History

Covestor’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	-86	Closed	–	–	2859
2024 Q4	$0	Buy	86 +15	+21%	+$65	﹤0.01%	2856
2024 Q3	$0	Hold	71	–	–	﹤0.01%	2881
2024 Q2	$0	Hold	71	–	–	﹤0.01%	2861
2024 Q1	$0	Hold	71	–	–	﹤0.01%	2852
2023 Q4	$0	Buy	71 +13	+22%	+$34	﹤0.01%	2829
2023 Q3	$0	Hold	58	–	–	﹤0.01%	2827
2023 Q2	$0	Buy	+58	New	+$176	﹤0.01%	2770

Covestor's BMTX Position: Q1 2025 in Review

Covestor sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 86 shares.

Covestor first reported a position in BMTX in Q2 2023 and held it in 7 quarters. The position peaked at $0 in Q4 2024. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

Covestor reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
Covestor sold 86 BM Technologies, Inc. shares in Q1 2025.
Covestor first reported a position in BM Technologies, Inc. in Q2 2023 and held it in 7 quarters.
Covestor's BM Technologies, Inc. position peaked at $0 in Q4 2024.
0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.