Formula Needed for Balancing Account Loads for Owners using Least # of Changes

[BonerFett]

Hi Guys

I am desperate at this point, registering to this forum hoping someone can help.

Here are the details:

I have data.
Data includes accounts with owners.
Each account is unique.
Some accounts are similar, either type (A or B).
Each account has a renewal date in the future.
I created a pivot table, grouping renewal dates by month, and showing how many accounts for each month each owner has.

I want to rebalance the account loads for the owners WITH THE LEAST AMOUNT OF MOVEMENTS, so that each month, each owner has the same number of accounts, and the same percentage of A accounts and B accounts EACH QUARTER.

I've attached an example.
For this example, how can I make a formula that will give me the new owners for each account with the following requirements:
Assuming March and April are a quarter, how can I make sure everyone has the same total number of accounts (or as close as you can), the same % of A and B accounts for the quarter (March and April, and or as close as you can) all while using the LEAST amount of changes, so as to not cause disruption with *the majority of* relationships owners have with their accounts?

thank so much for your help! what a crazy unicorn request....
mind you, i have data with hundreds of account.


thank you!

Eric

[protonLeah]

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[BonerFett]

the problem is too complicated to be able to write down in so little characters. I tried my best but it is a request for help for a formula that will satisfy various UNIQUE requirements....