Schechter Investment Advisors’s BM Technologies, Inc. BMTX Stock Holding History

Schechter Investment Advisors’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	-15,690	Closed	-$76.7K	–	709
2024 Q4	$76.7K	Sell	15,690 -613	-4%	-$2.67K	0.01%	602
2024 Q3	$55.4K	Buy	16,303 +1,613	+11%	+$4.59K	﹤0.01%	620
2024 Q2	$33.1K	Hold	14,690	–	–	﹤0.01%	600
2024 Q1	$24.2K	Hold	14,690	–	–	﹤0.01%	615
2023 Q4	$30.1K	Hold	14,690	–	–	﹤0.01%	601
2023 Q3	$29.4K	Hold	14,690	–	–	﹤0.01%	586
2023 Q2	$43.8K	Hold	14,690	–	–	﹤0.01%	622
2023 Q1	$51.7K	Hold	14,690	–	–	﹤0.01%	652
2022 Q4	$76.5K	Buy	14,690 +1,000	+7%	+$6.38K	0.01%	800
2022 Q3	$92K	Hold	13,690	–	–	0.01%	903
2022 Q2	$81K	Hold	13,690	–	–	0.01%	918
2022 Q1	$117K	Buy	13,690 +1,000	+8%	+$9.27K	0.01%	889
2021 Q4	$117K	Buy	+12,690	New	+$127K	0.01%	840

Schechter Investment Advisors's BMTX Position: Q1 2025 in Review

Schechter Investment Advisors sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 15,690 shares — an estimated $76.7K sold.

Schechter Investment Advisors first reported a position in BMTX in Q4 2021 and held it in 13 quarters. The position peaked at $117K in Q1 2022. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

Schechter Investment Advisors reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 15,690 BM Technologies, Inc. shares in Q1 2025, an estimated $76.7K.
Schechter Investment Advisors first reported a position in BM Technologies, Inc. in Q4 2021 and held it in 13 quarters.
Schechter Investment Advisors's BM Technologies, Inc. position peaked at $117K in Q1 2022.
0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.