Regal Investment Advisors’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
4,883
-4
-0.1% -$1.2K 0.11% 188
2025
Q1
$1.52M Sell
4,887
-584
-11% -$182K 0.12% 172
2024
Q4
$1.92M Buy
5,471
+4,417
+419% +$1.55M 0.14% 164
2024
Q3
$372K Sell
1,054
-151
-13% -$53.4K 0.03% 400
2024
Q2
$366K Sell
1,205
-56
-4% -$17K 0.02% 413
2024
Q1
$437K Sell
1,261
-816
-39% -$283K 0.03% 384
2023
Q4
$729K Buy
2,077
+90
+5% +$31.6K 0.06% 269
2023
Q3
$610K Sell
1,987
-25
-1% -$7.68K 0.05% 262
2023
Q2
$621K Buy
2,012
+44
+2% +$13.6K 0.05% 263
2023
Q1
$563K Buy
1,968
+8
+0.4% +$2.29K 0.05% 270
2022
Q4
$523K Buy
1,960
+23
+1% +$6.14K 0.05% 269
2022
Q3
$498K Sell
1,937
-178
-8% -$45.8K 0.05% 268
2022
Q2
$587K Buy
2,115
+43
+2% +$11.9K 0.06% 254
2022
Q1
$699K Buy
2,072
+84
+4% +$28.3K 0.06% 263
2021
Q4
$824K Buy
1,988
+142
+8% +$58.9K 0.07% 268
2021
Q3
$591K Buy
1,846
+202
+12% +$64.7K 0.06% 309
2021
Q2
$485K Buy
+1,644
New +$485K 0.05% 333
2021
Q1
Sell
-1,327
Closed -$347K 33
2020
Q4
$347K Buy
+1,327
New +$347K 0.04% 335
2020
Q3
Sell
-1,236
Closed -$265K 29
2020
Q2
$265K Buy
+1,236
New +$265K 0.05% 264
2020
Q1
Sell
-1,070
Closed -$225K 32
2019
Q4
$225K Sell
1,070
-21
-2% -$4.42K 0.04% 298
2019
Q3
$210K Buy
+1,091
New +$210K 0.04% 288
2019
Q1
Sell
-1,057
Closed -$149K 318
2018
Q4
$149K Buy
+1,057
New +$149K 0.03% 322
2015
Q4
Sell
-1,109
Closed -$108K 271
2015
Q3
$108K Buy
1,109
+235
+27% +$22.9K 0.03% 333
2015
Q2
$84K Hold
874
0.02% 362
2015
Q1
$82K Sell
874
-1,661
-66% -$156K 0.02% 366
2014
Q4
$226K Buy
2,535
+566
+29% +$50.5K 0.06% 210
2014
Q3
$160K Buy
1,969
+1,332
+209% +$108K 0.05% 244
2014
Q2
$51K Buy
637
+231
+57% +$18.5K 0.02% 383
2014
Q1
$32K Buy
406
+71
+21% +$5.6K 0.01% 428
2013
Q4
$28K Buy
+335
New +$28K 0.02% 387