EP
ALEX

Essential Partners’s Alexander & Baldwin ALEX Stock Holding History

Essential Partners’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
-34
Closed -$702 – 2851
2025
Q4 		$702 Sell
34
-147
-81% -$2.55K ﹤0.01% 2142
2025
Q3 		$3.29K Buy
181
+150
+484% +$2.75K ﹤0.01% 1592
2025
Q2 		$553 Buy
+31
New +$539 ﹤0.01% 1670

Other funds holding ALEX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return