Ridgewood Investments’s BM Technologies, Inc. BMTX Stock Holding History

Ridgewood Investments’s Portfolio BMTX Stock Details BMTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-153	Closed	-$748	–	753
2024 Q4	$748	Hold	153	–	–	﹤0.01%	684
2024 Q3	$520	Hold	153	–	–	﹤0.01%	698
2024 Q2	$344	Buy	+153	New	+$349	﹤0.01%	744
2023 Q3	–	Sell	-153	Closed	-$456	–	824
2023 Q2	$456	Hold	153	–	–	﹤0.01%	786
2023 Q1	$539	Buy	+153	New	+$619	﹤0.01%	775

Ridgewood Investments's BMTX Position: Q1 2025 in Review

Ridgewood Investments sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 153 shares — an estimated $748 sold.

Ridgewood Investments first reported a position in BMTX in Q1 2023 and held it in 5 quarters. The position peaked at $748 in Q4 2024. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

Ridgewood Investments reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
Ridgewood Investments sold 153 BM Technologies, Inc. shares in Q1 2025, an estimated $748.
Ridgewood Investments first reported a position in BM Technologies, Inc. in Q1 2023 and held it in 5 quarters.
Ridgewood Investments's BM Technologies, Inc. position peaked at $748 in Q4 2024.
0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.