Simplex Trading’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 | – | Hold |
0
| – | – | – | 4378 |
|
|
2024
Q4 | – | Sell |
-22,725
| Closed | -$77K | – | 4341 |
|
|
2024
Q3 | $77K | Buy |
+22,725
| New | +$77K | ﹤0.01% | 1168 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4327 |
|
|
2024
Q1 | – | Sell |
-3,662
| Closed | -$7K | – | 4338 |
|
|
2023
Q4 | $7K | Buy |
+3,662
| New | +$7K | ﹤0.01% | 1933 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4323 |
|
|
2023
Q2 | – | Sell |
-2,440
| Closed | -$8K | – | 4361 |
|
|
2023
Q1 | $8K | Sell |
2,440
-3,913
| -62% | -$12.8K | ﹤0.01% | 1801 |
|
|
2022
Q4 | $33K | Buy |
6,353
+3,842
| +153% | +$20K | ﹤0.01% | 1438 |
|
|
2022
Q3 | $16K | Buy |
+2,511
| New | +$16K | ﹤0.01% | 1836 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4507 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4519 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4509 |
|