SBIA
Sheaff Brock Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.83M | Buy |
28,309
+185
| +0.7% | +$57.7K | 0.81% | 25 |
|
|
2024
Q4 | $9.89M | Buy |
28,124
+11
| +0% | +$3.87K | 0.86% | 23 |
|
|
2024
Q3 | $9.94M | Buy |
28,113
+30
| +0.1% | +$10.6K | 0.87% | 24 |
|
|
2024
Q2 | $8.52M | Sell |
28,083
-2,222
| -7% | -$674K | 0.79% | 26 |
|
|
2024
Q1 | $10.5M | Sell |
30,305
-101
| -0.3% | -$35K | 0.66% | 23 |
|
|
2023
Q4 | $10.7M | Sell |
30,406
-16
| -0.1% | -$5.62K | 0.83% | 21 |
|
|
2023
Q3 | $9.34M | Sell |
30,422
-165
| -0.5% | -$50.7K | 0.85% | 21 |
|
|
2023
Q2 | $9.44M | Sell |
30,587
-179
| -0.6% | -$55.2K | 0.79% | 21 |
|
|
2023
Q1 | $8.79M | Buy |
30,766
+21,308
| +225% | +$6.09M | 0.81% | 24 |
|
|
2022
Q4 | $2.52M | Buy |
9,458
+4
| +0% | +$1.07K | 0.25% | 75 |
|
|
2022
Q3 | $2.43M | Sell |
9,454
-74
| -0.8% | -$19K | 0.26% | 75 |
|
|
2022
Q2 | $2.65M | Sell |
9,528
-58
| -0.6% | -$16.1K | 0.22% | 70 |
|
|
2022
Q1 | $3.23M | Sell |
9,586
-19
| -0.2% | -$6.41K | 0.22% | 74 |
|
|
2021
Q4 | $3.98M | Buy |
9,605
+108
| +1% | +$44.8K | 0.27% | 65 |
|
|
2021
Q3 | $3.04M | Sell |
9,497
-452
| -5% | -$145K | 0.22% | 78 |
|
|
2021
Q2 | $2.93M | Buy |
9,949
+330
| +3% | +$97.3K | 0.21% | 76 |
|
|
2021
Q1 | $2.66M | Buy |
9,619
+1,230
| +15% | +$340K | 0.21% | 75 |
|
|
2020
Q4 | $2.19M | Sell |
8,389
-192
| -2% | -$50.1K | 0.18% | 78 |
|
|
2020
Q3 | $1.94M | Buy |
8,581
+1
| +0% | +$226 | 0.18% | 82 |
|
|
2020
Q2 | $1.84M | Hold |
8,580
| – | – | 0.18% | 80 |
|
|
2020
Q1 | $1.4M | Buy |
8,580
+116
| +1% | +$18.9K | 0.19% | 75 |
|
|
2019
Q4 | $1.78M | Buy |
8,464
+70
| +0.8% | +$14.7K | 0.17% | 82 |
|
|
2019
Q3 | $1.62M | Sell |
8,394
-2,375
| -22% | -$457K | 0.17% | 83 |
|
|
2019
Q2 | $1.99M | Buy |
10,769
+1
| +0% | +$185 | 0.21% | 74 |
|
|
2019
Q1 | $1.9M | Sell |
10,768
-3,813
| -26% | -$671K | 0.23% | 82 |
|
|
2018
Q4 | $2.06M | Buy |
14,581
+1
| +0% | +$141 | 0.32% | 72 |
|
|
2018
Q3 | $2.48M | Hold |
14,580
| – | – | 0.23% | 71 |
|
|
2018
Q2 | $2.39M | Sell |
14,580
-339
| -2% | -$55.5K | 0.23% | 70 |
|
|
2018
Q1 | $2.29M | Hold |
14,919
| – | – | 0.24% | 70 |
|
|
2017
Q4 | $2.28M | Buy |
14,919
+201
| +1% | +$30.8K | 0.3% | 74 |
|
|
2017
Q3 | $1.99M | Sell |
14,718
-250
| -2% | -$33.8K | 0.26% | 86 |
|
|
2017
Q2 | $1.85M | Sell |
14,968
-398
| -3% | -$49.2K | 0.24% | 90 |
|
|
2017
Q1 | $1.84M | Hold |
15,366
| – | – | 0.24% | 91 |
|
|
2016
Q4 | $1.8M | Sell |
15,366
-1,649
| -10% | -$193K | 0.23% | 92 |
|
|
2016
Q3 | $2.08M | Buy |
17,015
+2,418
| +17% | +$295K | 0.28% | 79 |
|
|
2016
Q2 | $1.65M | Hold |
14,597
| – | – | 0.21% | 94 |
|
|
2016
Q1 | $1.68M | Sell |
14,597
-300
| -2% | -$34.6K | 0.21% | 100 |
|
|
2015
Q4 | $1.56M | Buy |
+14,897
| New | +$1.56M | 0.18% | 139 |
|