Osaic Holdings’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 |
-180
| Closed | -$880 | – | 7600 |
|
|
2024
Q4 | $880 | Hold |
180
| – | – | ﹤0.01% | 6719 |
|
|
2024
Q3 | $612 | Sell |
180
-231
| -56% | -$785 | ﹤0.01% | 6764 |
|
|
2024
Q2 | $924 | Buy |
411
+105
| +34% | +$236 | ﹤0.01% | 6648 |
|
|
2024
Q1 | $505 | Hold |
306
| – | – | ﹤0.01% | 6630 |
|
|
2023
Q4 | $627 | Hold |
306
| – | – | ﹤0.01% | 6707 |
|
|
2023
Q3 | $612 | Hold |
306
| – | – | ﹤0.01% | 6794 |
|
|
2023
Q2 | $912 | Sell |
306
-39
| -11% | -$116 | ﹤0.01% | 6764 |
|
|
2023
Q1 | $1.21K | Hold |
345
| – | – | ﹤0.01% | 6774 |
|
|
2022
Q4 | $2K | Hold |
345
| – | – | ﹤0.01% | 6675 |
|
|
2022
Q3 | $2K | Sell |
345
-6
| -2% | -$35 | ﹤0.01% | 6776 |
|
|
2022
Q2 | $2K | Hold |
351
| – | – | ﹤0.01% | 6872 |
|
|
2022
Q1 | $3K | Hold |
351
| – | – | ﹤0.01% | 6659 |
|
|
2021
Q4 | $3K | Hold |
351
| – | – | ﹤0.01% | 6797 |
|
|
2021
Q3 | $3K | Buy |
+351
| New | +$3K | ﹤0.01% | 6745 |
|