Steward Partners Investment Advisory’s The AZEK Co AZEK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
3,625
-49
-1% -$2.66K ﹤0.01% 1771
2025
Q1
$180K Sell
3,674
-85
-2% -$4.16K ﹤0.01% 1704
2024
Q4
$178K Sell
3,759
-166
-4% -$7.88K ﹤0.01% 1683
2024
Q3
$184K Hold
3,925
﹤0.01% 1571
2024
Q2
$165K Sell
3,925
-600
-13% -$25.3K ﹤0.01% 1534
2024
Q1
$227K Sell
4,525
-2,300
-34% -$116K ﹤0.01% 1381
2023
Q4
$261K Sell
6,825
-1,400
-17% -$53.6K ﹤0.01% 1268
2023
Q3
$245K Sell
8,225
-650
-7% -$19.3K ﹤0.01% 1196
2023
Q2
$269K Sell
8,875
-700
-7% -$21.2K ﹤0.01% 1166
2023
Q1
$225K Buy
9,575
+600
+7% +$14.1K ﹤0.01% 1229
2022
Q4
$182K Sell
8,975
-5,500
-38% -$112K ﹤0.01% 1283
2022
Q3
$241K Sell
14,475
-800
-5% -$13.3K ﹤0.01% 1126
2022
Q2
$256K Buy
15,275
+700
+5% +$11.7K ﹤0.01% 1105
2022
Q1
$362K Sell
14,575
-500
-3% -$12.4K 0.01% 1049
2021
Q4
$697K Sell
15,075
-250
-2% -$11.6K 0.01% 826
2021
Q3
$560K Sell
15,325
-500
-3% -$18.3K 0.01% 865
2021
Q2
$672K Buy
15,825
+2,000
+14% +$84.9K 0.01% 827
2021
Q1
$581K Buy
13,825
+3,025
+28% +$127K 0.01% 833
2020
Q4
$415K Buy
10,800
+1,300
+14% +$50K 0.01% 811
2020
Q3
$331K Buy
9,500
+1,500
+19% +$52.3K 0.01% 787
2020
Q2
$255K Buy
+8,000
New +$255K 0.01% 803