Simplex Trading’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
-46,700
Closed -$228K 10019
2024
Q4
$228K Sell
46,700
-3,500
-7% -$15.2K ﹤0.01% 4383
2024
Q3
$170K Sell
50,200
-20,400
-29% -$58.1K ﹤0.01% 4688
2024
Q2
$158K Buy
70,600
+62,400
+761% +$142K ﹤0.01% 4888
2024
Q1
$13K Buy
8,200
+7,500
+1,071% +$14.4K ﹤0.01% 7449
2023
Q4
$1K Buy
+700
New +$1.81K ﹤0.01% 8626
2023
Q3
Sell
-7,300
Closed -$21K 10092
2023
Q2
$21K Sell
7,300
-24,400
-77% -$73.9K ﹤0.01% 6753
2023
Q1
$111K Sell
31,700
-74,300
-70% -$301K ﹤0.01% 5040
2022
Q4
$552K Buy
106,000
+87,300
+467% +$557K ﹤0.01% 3063
2022
Q3
$125K Buy
18,700
+200
+1% +$1.23K ﹤0.01% 5229
2022
Q2
$108K Sell
18,500
-31,900
-63% -$223K ﹤0.01% 5480
2022
Q1
$430K Sell
50,400
-117,100
-70% -$1.09M ﹤0.01% 4030
2021
Q4
$1.54M Buy
+167,500
New +$1.67M ﹤0.01% 2327

Simplex Trading's BMTX Position: Q4 2024 in Review

Simplex Trading sold out of BM Technologies, Inc. (BMTX) in Q4 2024, closing a stake of 22,725 shares — an estimated $98.9K sold.

Simplex Trading first reported a position in BMTX in Q3 2022 and held it in 5 quarters. The position peaked at $77K in Q3 2024. 47 funds tracked by Wall St. Rank hold BMTX as of Q4 2024.

  • Simplex Trading reported no remaining BM Technologies, Inc. position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 22,725 BM Technologies, Inc. shares in Q4 2024, an estimated $98.9K.
  • Simplex Trading first reported a position in BM Technologies, Inc. in Q3 2022 and held it in 5 quarters.
  • Simplex Trading's BM Technologies, Inc. position peaked at $77K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.