EWA
ALEX

EverSource Wealth Advisors’s Alexander & Baldwin ALEX Stock Holding History

EverSource Wealth Advisors’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
-1,337
Closed -$27.6K – 4391
2025
Q4 		$27.6K Buy
1,337
+339
+34% +$5.89K ﹤0.01% 2175
2025
Q3 		$18.2K Buy
998
+79
+9% +$1.45K ﹤0.01% 2434
2025
Q2 		$16.4K Buy
919
+832
+956% +$14.5K ﹤0.01% 2455
2025
Q1 		$1.51K Buy
87
+41
+89% +$725 ﹤0.01% 3064
2024
Q4 		$808 Buy
+46
New +$867 ﹤0.01% 3036
2023
Q4 		– Sell
-340
Closed -$5.69K – 2639
2023
Q3 		$5.69K Sell
340
-52
-13% -$942 ﹤0.01% 1660
2023
Q2 		$7.28K Hold
392
– – ﹤0.01% 1581
2023
Q1 		$7.41K Sell
392
-262
-40% -$4.97K ﹤0.01% 1496
2022
Q4 		$12.3K Sell
654
-81
-11% -$1.53K ﹤0.01% 1257
2022
Q3 		$12K Sell
735
-184
-20% -$3.38K ﹤0.01% 1062
2022
Q2 		$16K Hold
919
– – ﹤0.01% 886
2022
Q1 		$22K Hold
919
– – 0.01% 654
2021
Q4 		$23K Buy
+919
New +$22.2K 0.01% 624

Other funds holding ALEX

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

EverSource Wealth Advisors's ALEX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 1,337 shares — an estimated $27.6K sold.

EverSource Wealth Advisors first reported a position in ALEX in Q4 2021 and held it in 13 quarters. The position peaked at $27.6K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,337 Alexander & Baldwin shares in Q1 2026, an estimated $27.6K.
  • EverSource Wealth Advisors first reported a position in Alexander & Baldwin in Q4 2021 and held it in 13 quarters.
  • EverSource Wealth Advisors's Alexander & Baldwin position peaked at $27.6K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.