W.G. Shaheen & Associates DBA Whitney & Co's ownership history for SOFI

W.G. Shaheen & Associates DBA Whitney & Co currently holds 15.6K shares with a market value of $247.5K. It started holding SOFI on 2025-06-30. At its peak, it held 15.6K shares on 2026-03-31. Its highest holding value was $400.8K on 2025-12-31. At its lowest, it held 15.1K shares on 2025-06-30, with a value of $247.5K on 2026-03-31. In the recent 180 days, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 475.