Stifel Financial’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$34K | – | 3500 |
|
|
2024
Q3 | $34K | Hold |
10,000
| – | – | ﹤0.01% | 3320 |
|
|
2024
Q2 | $22.5K | Hold |
10,000
| – | – | ﹤0.01% | 3322 |
|
|
2024
Q1 | $16.5K | Hold |
10,000
| – | – | ﹤0.01% | 3312 |
|
|
2023
Q4 | $20.5K | Sell |
10,000
-5,000
| -33% | -$10.3K | ﹤0.01% | 3273 |
|
|
2023
Q3 | $30K | Hold |
15,000
| – | – | ﹤0.01% | 3221 |
|
|
2023
Q2 | $44.7K | Buy |
+15,000
| New | +$44.7K | ﹤0.01% | 3246 |
|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$59K | – | 3403 |
|
|
2022
Q2 | $59K | Buy |
+10,000
| New | +$59K | ﹤0.01% | 3212 |
|
|
2021
Q2 | – | Sell |
-28,596
| Closed | -$333K | – | 3394 |
|
|
2021
Q1 | $333K | Buy |
+28,596
| New | +$333K | ﹤0.01% | 2723 |
|
|
2020
Q2 | – | Sell |
-47,999
| Closed | -$494K | – | 2972 |
|
|
2020
Q1 | $494K | Buy |
+47,999
| New | +$494K | ﹤0.01% | 1872 |
|