Kelly Potes

Track

Insider profile

Currently holds a position at ChoiceOne Financial Services Inc

Performance

Overall performance
3.2
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 5% 8.2% 15.1%
Success rate 74% 68% 82%
Transactions
9 78% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 8%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
President, Chief Executive Officer, Director of the Company and Bank ChoiceOne Financial Services Inc June 1, 2016 -
President, Director of the Company and Bank ChoiceOne Financial Services Inc June 22, 2015 - June 1, 2016
Senior Vice President of the Bank, SVP and General Manager of ChoiceOne Insurance Agencies, Inc. ChoiceOne Financial Services Inc Jan. 1, 2011 - June 22, 2015
Kelly Potes's trades of ChoiceOne Financial Services Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-08-06 2024-08-05
B Purchase
38,671 -5.9%
151.12
US$3,604,962 		38,671 -5.9% 151.12 US$3,604,962
2024-08-06 2024-08-05
B Purchase
19,735 +10.2%
164.02
US$1,410,046 		19,735 +10.2% 164.02 US$1,410,046
2024-07-29 2024-07-25
B Purchase
29,750 +17.9%
20.75
US$3,166,963 		29,750 +17.9% 20.75 US$3,166,963
2023-12-05 2023-12-04
S Sale
2,690 -47.3%
25.75
US$69,273 		2,690 -47.3% 25.75 US$69,273
2022-05-03 2022-01-28
S Sale
541 -100.0%
25.83
US$13,973 		541 -100.0% 25.83 US$13,973
2021-12-10 2021-12-09
B Purchase
865 +17.9%
25.48
US$22,040 		865 +17.9% 25.48 US$22,040
2021-12-10 2021-12-09
B Purchase
19 +0.4%
25.60
US$486 		19 +0.4% 25.60 US$486
2021-12-10 2021-12-08
B Purchase
1,975 +69.8%
25.60
US$50,560 		1,975 +69.8% 25.60 US$50,560
2021-12-10 2021-12-08
B Purchase
141 +5.2%
25.40
US$3,581 		141 +5.2% 25.40 US$3,581