PFS 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
-90
Closed -$441 462
2024
Q4
$441 Hold
90
﹤0.01% 425
2024
Q3
$306 Hold
90
﹤0.01% 434
2024
Q2
$203 Hold
90
﹤0.01% 428
2024
Q1
$149 Hold
90
﹤0.01% 454
2023
Q4
$185 Hold
90
﹤0.01% 450
2023
Q3
$180 Hold
90
﹤0.01% 450
2023
Q2
$269 Hold
90
﹤0.01% 467
2023
Q1
$317 Hold
90
﹤0.01% 376
2022
Q4
$469 Hold
90
﹤0.01% 357
2022
Q3
$603 Hold
90
﹤0.01% 342
2022
Q2
$531 Hold
90
﹤0.01% 340
2022
Q1
$770 Hold
90
﹤0.01% 329
2021
Q4
$829 Buy
+90
New +$897 ﹤0.01% 326

PFS Partners's BMTX Position: Q1 2025 in Review

PFS Partners sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 90 shares — an estimated $441 sold.

PFS Partners first reported a position in BMTX in Q4 2021 and held it in 13 quarters. The position peaked at $829 in Q4 2021. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

  • PFS Partners reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
  • PFS Partners sold 90 BM Technologies, Inc. shares in Q1 2025, an estimated $441.
  • PFS Partners first reported a position in BM Technologies, Inc. in Q4 2021 and held it in 13 quarters.
  • PFS Partners's BM Technologies, Inc. position peaked at $829 in Q4 2021.
  • 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on PFS Partners's 13F filing for Q1 2025, filed 14 Apr 2025.