Bare Financial Services’s Alexander & Baldwin ALEX Stock Holding History

Bare Financial Services’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-135	Closed	-$2.79K	–	1733
2025 Q4	$2.79K	Buy	135 +109	+419%	+$1.89K	﹤0.01%	747
2025 Q3	$473	Sell	26 -24	-48%	-$441	﹤0.01%	1328
2025 Q2	$892	Buy	+50	New	+$870	﹤0.01%	951

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bare Financial Services's ALEX Position: Q1 2026 in Review

Bare Financial Services sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 135 shares — an estimated $2.79K sold.

Bare Financial Services first reported a position in ALEX in Q2 2025 and held it in 3 quarters. The position peaked at $2.79K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Bare Financial Services reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 135 Alexander & Baldwin shares in Q1 2026, an estimated $2.79K.
Bare Financial Services first reported a position in Alexander & Baldwin in Q2 2025 and held it in 3 quarters.
Bare Financial Services's Alexander & Baldwin position peaked at $2.79K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.