De Lisle Partners’s BM Technologies, Inc. BMTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,144,852
Closed -$5.6M 195
2024
Q4
$5.6M Buy
1,144,852
+700,000
+157% +$3.05M 0.82% 33
2024
Q3
$1.51M Buy
444,852
+20,000
+5% +$57K 0.25% 102
2024
Q2
$956K Hold
424,852
0.21% 118
2024
Q1
$707K Buy
+424,852
New +$817K 0.16% 135

De Lisle Partners's BMTX Position: Q1 2025 in Review

De Lisle Partners sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 1,144,852 shares — an estimated $5.6M sold.

De Lisle Partners first reported a position in BMTX in Q1 2024 and held it in 4 quarters. The position peaked at $5.6M in Q4 2024. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

  • De Lisle Partners reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
  • De Lisle Partners sold 1,144,852 BM Technologies, Inc. shares in Q1 2025, an estimated $5.6M.
  • De Lisle Partners first reported a position in BM Technologies, Inc. in Q1 2024 and held it in 4 quarters.
  • De Lisle Partners's BM Technologies, Inc. position peaked at $5.6M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on De Lisle Partners's 13F filing for Q1 2025, filed 8 May 2025.