Financial Perspectives’s Alexander & Baldwin ALEX Stock Holding History

Financial Perspectives’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	-605	Closed	-$12.5K	–	717
2025 Q4	$12.5K	Hold	605	–	–	﹤0.01%	501
2025 Q3	$11K	Hold	605	–	–	﹤0.01%	512
2025 Q2	$10.8K	Hold	605	–	–	﹤0.01%	502
2025 Q1	$10.4K	Hold	605	–	–	﹤0.01%	495
2024 Q4	$10.7K	Buy	+605	New	+$11.4K	﹤0.01%	499

Other funds holding ALEX

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

Financial Perspectives's ALEX Position: Q1 2026 in Review

Financial Perspectives sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 605 shares — an estimated $12.5K sold.

Financial Perspectives first reported a position in ALEX in Q4 2024 and held it in 5 quarters. The position peaked at $12.5K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Financial Perspectives reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Financial Perspectives sold 605 Alexander & Baldwin shares in Q1 2026, an estimated $12.5K.
Financial Perspectives first reported a position in Alexander & Baldwin in Q4 2024 and held it in 5 quarters.
Financial Perspectives's Alexander & Baldwin position peaked at $12.5K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.