Vision Financial Markets’s Alexander & Baldwin ALEX Stock Holding History

Vision Financial Markets’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	-527	Closed	-$10.9K	–	426
2025 Q4	$10.9K	Buy	527 +1	+0.2%	+$17	0.01%	223
2025 Q3	$9.56K	Buy	526 +476	+952%	+$8.74K	0.01%	250
2025 Q2	$892	Buy	+50	New	+$870	﹤0.01%	370

Other funds holding ALEX

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

Vision Financial Markets's ALEX Position: Q1 2026 in Review

Vision Financial Markets sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 527 shares — an estimated $10.9K sold.

Vision Financial Markets first reported a position in ALEX in Q2 2025 and held it in 3 quarters. The position peaked at $10.9K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Vision Financial Markets reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Vision Financial Markets sold 527 Alexander & Baldwin shares in Q1 2026, an estimated $10.9K.
Vision Financial Markets first reported a position in Alexander & Baldwin in Q2 2025 and held it in 3 quarters.
Vision Financial Markets's Alexander & Baldwin position peaked at $10.9K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.