Oxford Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$345K	Hold	4,637	–	–	0.02%	202
2025 Q4	$301K	Hold	4,637	–	–	0.02%	191
2025 Q3	$264K	Buy	+4,637	New	+$213K	0.01%	194
2024 Q4	–	Sell	-4,637	Closed	-$202K	–	314
2024 Q3	$202K	Buy	+4,637	New	+$177K	0.01%	237
2024 Q2	–	Sell	-4,637	Closed	-$210K	–	327
2024 Q1	$210K	Hold	4,637	–	–	0.01%	215
2023 Q4	$236K	Hold	4,637	–	–	0.02%	211
2023 Q3	$256K	Buy	4,637 +500	+12%	+$30.5K	0.02%	186
2023 Q2	$269K	Hold	4,137	–	–	0.03%	192
2023 Q1	$263K	Sell	4,137 -891	-18%	-$57.5K	0.03%	164
2022 Q4	$295K	Buy	5,028 +891	+22%	+$59.5K	0.03%	158
2022 Q3	$273K	Hold	4,137	–	–	0.04%	145
2022 Q2	$300K	Hold	4,137	–	–	0.04%	151
2022 Q1	$318K	Hold	4,137	–	–	0.04%	153
2021 Q4	$349K	Buy	4,137 +2,544	+160%	+$226K	0.04%	152
2021 Q3	$131K	Buy	+1,593	New	+$131K	0.02%	188