LI
ALEX

LRI Investments’s Alexander & Baldwin ALEX Stock Holding History

LRI Investments’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.94K Sell
165
-1,640
-91% -$29.2K ﹤0.01% 1112
2025
Q1 		$31.1K Sell
1,805
-6,069
-77% -$105K ﹤0.01% 606
2024
Q4 		$140K Hold
7,874
– – 0.01% 356
2024
Q3 		$150K Buy
7,874
+301
+4% +$5.74K 0.01% 334
2024
Q2 		$128K Buy
+7,573
New +$128K 0.01% 338