De Lisle Partners’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
-1,144,852
Closed -$5.6M 195
2024
Q4
$5.6M Buy
1,144,852
+700,000
+157% +$3.42M 0.82% 33
2024
Q3
$1.51M Buy
444,852
+20,000
+5% +$68K 0.25% 102
2024
Q2
$956K Hold
424,852
0.21% 118
2024
Q1
$707K Buy
+424,852
New +$707K 0.16% 135