A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 15,110 shares of SOFI stock, worth $324,260. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,110
Holding current value
$324,260
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$9.5 - $18.21 $143,545 - $275,153
15,110 New
15,110 $275,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $17.2B
  • 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...
More about SOFI
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