Mark Sheptoff Financial Planning, LLC So Fi Technologies, Inc. Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 500 shares of SOFI stock, worth $6,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 200
150.0%
Holding current value
$6,785
Previous $3,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SOFI
# of Institutions
851Shares Held
519MCall Options Held
101MPut Options Held
70.5M-
Vanguard Group Inc Valley Forge, PA99.5MShares$1.35 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$617 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35.1MShares$476 Million0.41% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$259 Million0.02% of portfolio
-
State Street Corp Boston, MA18.7MShares$254 Million0.01% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $10.9B
- Description
- SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...