Kennedy Capital Management’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-62,341
| Closed | -$125K | – | 728 |
|
|
2023
Q3 | $125K | Buy |
62,341
+1,465
| +2% | +$2.93K | ﹤0.01% | 664 |
|
|
2023
Q2 | $181K | Buy |
+60,876
| New | +$181K | ﹤0.01% | 657 |
|
|
2023
Q1 | – | Sell |
-265,050
| Closed | -$1.38M | – | 649 |
|
|
2022
Q4 | $1.38M | Sell |
265,050
-134,315
| -34% | -$700K | 0.04% | 448 |
|
|
2022
Q3 | $2.67M | Sell |
399,365
-3,132
| -0.8% | -$21K | 0.08% | 376 |
|
|
2022
Q2 | $2.37M | Sell |
402,497
-4,438
| -1% | -$26.1K | 0.07% | 400 |
|
|
2022
Q1 | $3.48M | Buy |
406,935
+9,222
| +2% | +$78.8K | 0.08% | 376 |
|
|
2021
Q4 | $3.66M | Sell |
397,713
-1,436
| -0.4% | -$13.2K | 0.08% | 391 |
|
|
2021
Q3 | $3.55M | Buy |
399,149
+72,615
| +22% | +$646K | 0.08% | 407 |
|
|
2021
Q2 | $4.06M | Buy |
326,534
+109,057
| +50% | +$1.36M | 0.09% | 396 |
|
|
2021
Q1 | $2.53M | Buy |
217,477
+206,977
| +1,971% | +$2.41M | 0.05% | 492 |
|
|
2020
Q4 | $147K | Buy |
+10,500
| New | +$147K | ﹤0.01% | 653 |
|