Transamerica Financial Advisors’s Alexander & Baldwin ALEX Stock Holding History

Transamerica Financial 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	-36	Closed	-$751	–	1947
2025 Q4	$751	Buy	36 +16	+80%	+$278	﹤0.01%	1283
2025 Q3	$369	Buy	+20	New	+$367	﹤0.01%	1363
2024 Q2	–	Sell	-1	Closed	-$1K	–	564
2024 Q1	$1K	Buy	+1	New	+$17	﹤0.01%	424

Other funds holding ALEX

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

Transamerica Financial Advisors's ALEX Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 36 shares — an estimated $751 sold.

Transamerica Financial Advisors first reported a position in ALEX in Q1 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Transamerica Financial Advisors reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 36 Alexander & Baldwin shares in Q1 2026, an estimated $751.
Transamerica Financial Advisors first reported a position in Alexander & Baldwin in Q1 2024 and held it in 3 quarters.
Transamerica Financial Advisors's Alexander & Baldwin position peaked at $1K in Q1 2024.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.